CA Family Wealth’s Team TISI Stock Holding History

CA Family Wealth’s Portfolio TISI Stock Details TISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,251	Closed	-$200K	–	125
2019 Q4	$200K	Buy	+1,251	New	+$212K	0.13%	132

Other funds holding TISI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CA Family Wealth's TISI Position: Q1 2020 in Review

CA Family Wealth sold out of Team (TISI) in Q1 2020, closing a stake of 1,251 shares — an estimated $200K sold.

CA Family Wealth first reported a position in TISI in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 117 funds tracked by Wall St. Rank hold TISI as of Q1 2020.

CA Family Wealth reported no remaining Team position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 1,251 Team shares in Q1 2020, an estimated $200K.
CA Family Wealth first reported a position in Team in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Team position peaked at $200K in Q4 2019.
117 funds tracked by Wall St. Rank held Team as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.