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Corient Capital Partners’s TFS Financial TFSL Stock Holding History

Corient Capital Partners’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
2020
Q2 		– Sell
-12,405
Closed -$189K – 517
2020
Q1 		$189K Sell
12,405
-386
-3% -$7.56K 0.03% 355
2019
Q4 		$252K Hold
12,791
– – 0.03% 395
2019
Q3 		$230K Buy
12,791
+649
+5% +$11.6K 0.03% 382
2019
Q2 		$219K Buy
12,142
+370
+3% +$6.31K 0.03% 356
2019
Q1 		$194K Buy
+11,772
New +$197K 0.03% 328

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BlackRock
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Corient Capital Partners's TFSL Position: Q2 2020 in Review

Corient Capital Partners sold out of TFS Financial (TFSL) in Q2 2020, closing a stake of 12,405 shares — an estimated $189K sold.

Corient Capital Partners first reported a position in TFSL in Q1 2019 and held it in 5 quarters. The position peaked at $252K in Q4 2019. 127 funds tracked by Wall St. Rank hold TFSL as of Q2 2020.

  • Corient Capital Partners reported no remaining TFS Financial position as of Q2 2020 after selling out during the quarter.
  • Corient Capital Partners sold 12,405 TFS Financial shares in Q2 2020, an estimated $189K.
  • Corient Capital Partners first reported a position in TFS Financial in Q1 2019 and held it in 5 quarters.
  • Corient Capital Partners's TFS Financial position peaked at $252K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held TFS Financial as of Q2 2020.

Based on Corient Capital Partners's 13F filing for Q2 2020, filed 14 Aug 2020.