EA
TSC

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

Edge 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
2017
Q1 		– Sell
-7,687
Closed -$169K – 1015
2016
Q4 		$169K Buy
+7,687
New +$146K 0.02% 323

Other funds holding TSC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

Edge Advisors's TSC Position: Q1 2017 in Review

Edge Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q1 2017, closing a stake of 7,687 shares — an estimated $169K sold.

Edge Advisors first reported a position in TSC in Q4 2016 and held it in 1 quarter. The position peaked at $169K in Q4 2016. 101 funds tracked by Wall St. Rank hold TSC as of Q1 2017.

  • Edge Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
  • Edge Advisors sold 7,687 TriState Capital Holdings, Inc. shares in Q1 2017, an estimated $169K.
  • Edge Advisors first reported a position in TriState Capital Holdings, Inc. in Q4 2016 and held it in 1 quarter.
  • Edge Advisors's TriState Capital Holdings, Inc. position peaked at $169K in Q4 2016.
  • 101 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q1 2017.

Based on Edge Advisors's 13F filing for Q1 2017, filed 27 Oct 2017.