CMBA
TSC

C.M. Bidwell & Associates’s TriState Capital Holdings, Inc. TSC Stock Holding History

C.M. Bidwell & Associates’s Portfolio TSC Stock Details TSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,165
Closed -$170K – 482
2018
Q3 		$170K Buy
+6,165
New +$176K 0.16% 148

Other funds holding TSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

C.M. Bidwell & Associates's TSC Position: Q4 2018 in Review

C.M. Bidwell & Associates sold out of TriState Capital Holdings, Inc. (TSC) in Q4 2018, closing a stake of 6,165 shares — an estimated $170K sold.

C.M. Bidwell & Associates first reported a position in TSC in Q3 2018 and held it in 1 quarter. The position peaked at $170K in Q3 2018. 133 funds tracked by Wall St. Rank hold TSC as of Q4 2018.

  • C.M. Bidwell & Associates reported no remaining TriState Capital Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 6,165 TriState Capital Holdings, Inc. shares in Q4 2018, an estimated $170K.
  • C.M. Bidwell & Associates first reported a position in TriState Capital Holdings, Inc. in Q3 2018 and held it in 1 quarter.
  • C.M. Bidwell & Associates's TriState Capital Holdings, Inc. position peaked at $170K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q4 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.