DA
TSC

Denali Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History

Denali Advisors’s Portfolio TSC Stock Details TSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,690
Closed -$58K – 410
2020
Q2 		$58K Buy
+3,690
New +$50.2K 0.01% 320

Other funds holding TSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Denali Advisors's TSC Position: Q3 2020 in Review

Denali Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q3 2020, closing a stake of 3,690 shares — an estimated $58K sold.

Denali Advisors first reported a position in TSC in Q2 2020 and held it in 1 quarter. The position peaked at $58K in Q2 2020. 125 funds tracked by Wall St. Rank hold TSC as of Q3 2020.

  • Denali Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • Denali Advisors sold 3,690 TriState Capital Holdings, Inc. shares in Q3 2020, an estimated $58K.
  • Denali Advisors first reported a position in TriState Capital Holdings, Inc. in Q2 2020 and held it in 1 quarter.
  • Denali Advisors's TriState Capital Holdings, Inc. position peaked at $58K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q3 2020.

Based on Denali Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.