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Donoghue Forlines’s TFS Financial TFSL Stock Holding History

Donoghue Forlines’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
2021
Q1 		– Sell
-11,389
Closed -$201K – 301
2020
Q4 		$201K Buy
+11,389
New +$189K 0.04% 243
2020
Q1 		– Sell
-138,190
Closed -$2.72M – 137
2019
Q4 		$2.72M Buy
138,190
+109,382
+380% +$2.11M 0.42% 70
2019
Q3 		$519K Sell
28,808
-7,652
-21% -$137K 0.07% 136
2019
Q2 		$659K Sell
36,460
-23,495
-39% -$401K 0.08% 140
2019
Q1 		$987K Buy
+59,955
New +$1M 0.1% 109
2018
Q4 		– Sell
-63,905
Closed -$959K – 141
2018
Q3 		$959K Buy
63,905
+34,261
+116% +$535K 0.07% 150
2018
Q2 		$467K Buy
+29,644
New +$458K 0.04% 129

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Donoghue Forlines's TFSL Position: Q1 2021 in Review

Donoghue Forlines sold out of TFS Financial (TFSL) in Q1 2021, closing a stake of 11,389 shares — an estimated $201K sold.

Donoghue Forlines first reported a position in TFSL in Q2 2018 and held it in 7 quarters. The position peaked at $2.72M in Q4 2019. 121 funds tracked by Wall St. Rank hold TFSL as of Q1 2021.

  • Donoghue Forlines reported no remaining TFS Financial position as of Q1 2021 after selling out during the quarter.
  • Donoghue Forlines sold 11,389 TFS Financial shares in Q1 2021, an estimated $201K.
  • Donoghue Forlines first reported a position in TFS Financial in Q2 2018 and held it in 7 quarters.
  • Donoghue Forlines's TFS Financial position peaked at $2.72M in Q4 2019.
  • 121 funds tracked by Wall St. Rank held TFS Financial as of Q1 2021.

Based on Donoghue Forlines's 13F filing for Q1 2021, filed 14 May 2021.