DWM
TBNK

Destination Wealth Management’s Territorial Bancorp Inc. TBNK Stock Holding History

Destination Wealth Management’s Portfolio TBNK Stock Details TBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15,158
Closed -$361K – 150
2020
Q2 		$361K Sell
15,158
-22,713
-60% -$559K 0.02% 121
2020
Q1 		$930K Buy
+37,871
New +$1.04M 0.06% 100

Other funds holding TBNK

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Destination Wealth Management's TBNK Position: Q3 2020 in Review

Destination Wealth Management sold out of Territorial Bancorp Inc. (TBNK) in Q3 2020, closing a stake of 15,158 shares — an estimated $361K sold.

Destination Wealth Management first reported a position in TBNK in Q1 2020 and held it in 2 quarters. The position peaked at $930K in Q1 2020. 68 funds tracked by Wall St. Rank hold TBNK as of Q3 2020.

  • Destination Wealth Management reported no remaining Territorial Bancorp Inc. position as of Q3 2020 after selling out during the quarter.
  • Destination Wealth Management sold 15,158 Territorial Bancorp Inc. shares in Q3 2020, an estimated $361K.
  • Destination Wealth Management first reported a position in Territorial Bancorp Inc. in Q1 2020 and held it in 2 quarters.
  • Destination Wealth Management's Territorial Bancorp Inc. position peaked at $930K in Q1 2020.
  • 68 funds tracked by Wall St. Rank held Territorial Bancorp Inc. as of Q3 2020.

Based on Destination Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.