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Darwin Wealth Management’s TFS Financial TFSL Stock Holding History

Darwin Wealth 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
2020
Q2 		– Sell
-400
Closed -$6K – 704
2020
Q1 		$6K Buy
+400
New +$7.84K ﹤0.01% 579

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ECP
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Bank of New York Mellon
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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

Darwin Wealth Management's TFSL Position: Q2 2020 in Review

Darwin Wealth Management sold out of TFS Financial (TFSL) in Q2 2020, closing a stake of 400 shares — an estimated $6K sold.

Darwin Wealth Management first reported a position in TFSL in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 127 funds tracked by Wall St. Rank hold TFSL as of Q2 2020.

  • Darwin Wealth Management reported no remaining TFS Financial position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 400 TFS Financial shares in Q2 2020, an estimated $6K.
  • Darwin Wealth Management first reported a position in TFS Financial in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's TFS Financial position peaked at $6K in Q1 2020.
  • 127 funds tracked by Wall St. Rank held TFS Financial as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.