Capital Bank & Trust’s TFS Financial TFSL Stock Holding History

Capital Bank & Trust’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-611	Closed	-$10K	–	781
2018 Q4	$10K	Buy	+611	New	+$9.37K	﹤0.01%	567

Other funds holding TFSL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Bank & Trust's TFSL Position: Q1 2019 in Review

Capital Bank & Trust sold out of TFS Financial (TFSL) in Q1 2019, closing a stake of 611 shares — an estimated $10K sold.

Capital Bank & Trust first reported a position in TFSL in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 128 funds tracked by Wall St. Rank hold TFSL as of Q1 2019.

Capital Bank & Trust reported no remaining TFS Financial position as of Q1 2019 after selling out during the quarter.
Capital Bank & Trust sold 611 TFS Financial shares in Q1 2019, an estimated $10K.
Capital Bank & Trust first reported a position in TFS Financial in Q4 2018 and held it in 1 quarter.
Capital Bank & Trust's TFS Financial position peaked at $10K in Q4 2018.
128 funds tracked by Wall St. Rank held TFS Financial as of Q1 2019.

Based on Capital Bank & Trust's 13F filing for Q1 2019, filed 15 May 2019.