Curi RMB Capital’s TFS Financial TFSL Stock Holding History

Curi RMB Capital’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	-182,035	Closed	-$3M	–	824
2019 Q1	$3M	Sell	182,035 -9,590	-5%	-$160K	0.08%	265
2018 Q4	$3.09M	Sell	191,625 -362,415	-65%	-$5.56M	0.08%	261
2018 Q3	$8.32M	Buy	554,040 +12,000	+2%	+$187K	0.2%	144
2018 Q2	$8.55M	Buy	542,040 +110,290	+26%	+$1.7M	0.2%	137
2018 Q1	$6.34M	Sell	431,750 -34,310	-7%	-$514K	0.16%	176
2017 Q4	$6.96M	Buy	466,060 +26,900	+6%	+$414K	0.18%	166
2017 Q3	$7.08M	Buy	439,160 +287,390	+189%	+$4.45M	0.18%	173
2017 Q2	$2.35M	Buy	151,770 +25,720	+20%	+$416K	0.07%	348
2017 Q1	$2.1M	Hold	126,050	–	–	0.09%	218
2016 Q4	$2.4M	Hold	126,050	–	–	0.13%	172
2016 Q3	$2.25M	Sell	126,050 -25,000	-17%	-$449K	0.12%	183
2016 Q2	$2.6M	Sell	151,050 -68,950	-31%	-$1.23M	0.14%	151
2016 Q1	$3.82M	Buy	+220,000	New	+$3.76M	0.25%	116
2014 Q4	–	Sell	-50,000	Closed	-$716K	–	459
2014 Q3	$716K	Hold	50,000	–	–	0.04%	317
2014 Q2	$713K	Buy	+50,000	New	+$672K	0.05%	297

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

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

Curi RMB Capital's TFSL Position: Q2 2019 in Review

Curi RMB Capital sold out of TFS Financial (TFSL) in Q2 2019, closing a stake of 182,035 shares — an estimated $3M sold.

Curi RMB Capital first reported a position in TFSL in Q2 2014 and held it in 15 quarters. The position peaked at $8.55M in Q2 2018. 114 funds tracked by Wall St. Rank hold TFSL as of Q2 2019.

Curi RMB Capital reported no remaining TFS Financial position as of Q2 2019 after selling out during the quarter.
Curi RMB Capital sold 182,035 TFS Financial shares in Q2 2019, an estimated $3M.
Curi RMB Capital first reported a position in TFS Financial in Q2 2014 and held it in 15 quarters.
Curi RMB Capital's TFS Financial position peaked at $8.55M in Q2 2018.
114 funds tracked by Wall St. Rank held TFS Financial as of Q2 2019.

Based on Curi RMB Capital's 13F filing for Q2 2019, filed 13 Aug 2019.