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Cresset Asset Management’s TFS Financial TFSL Stock Holding History

Cresset Asset Management’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
Q2 		– Sell
-220
Closed -$4K – 1569
2019
Q1 		$4K Hold
220
– – ﹤0.01% 1447
2018
Q4 		$4K Buy
+220
New +$3.37K ﹤0.01% 1123

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ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cresset Asset Management's TFSL Position: Q2 2019 in Review

Cresset Asset Management sold out of TFS Financial (TFSL) in Q2 2019, closing a stake of 220 shares — an estimated $4K sold.

Cresset Asset Management first reported a position in TFSL in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 114 funds tracked by Wall St. Rank hold TFSL as of Q2 2019.

  • Cresset Asset Management reported no remaining TFS Financial position as of Q2 2019 after selling out during the quarter.
  • Cresset Asset Management sold 220 TFS Financial shares in Q2 2019, an estimated $4K.
  • Cresset Asset Management first reported a position in TFS Financial in Q4 2018 and held it in 2 quarters.
  • Cresset Asset Management's TFS Financial position peaked at $4K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held TFS Financial as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.