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Empirical Wealth Management’s Timberland Bancorp TSBK Stock Holding History

Empirical Wealth Management’s Portfolio TSBK Stock Details TSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15,000
Closed -$273K – 363
2020
Q2 		$273K Hold
15,000
– – 0.03% 290
2020
Q1 		$274K Hold
15,000
– – 0.03% 258
2019
Q4 		$446K Hold
15,000
– – 0.05% 203
2019
Q3 		$413K Hold
15,000
– – 0.05% 196
2019
Q2 		$448K Hold
15,000
– – 0.06% 166
2019
Q1 		$420K Buy
+15,000
New +$421K 0.06% 149

Other funds holding TSBK

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Empirical Wealth Management's TSBK Position: Q3 2020 in Review

Empirical Wealth Management sold out of Timberland Bancorp (TSBK) in Q3 2020, closing a stake of 15,000 shares — an estimated $273K sold.

Empirical Wealth Management first reported a position in TSBK in Q1 2019 and held it in 6 quarters. The position peaked at $448K in Q2 2019. 62 funds tracked by Wall St. Rank hold TSBK as of Q3 2020.

  • Empirical Wealth Management reported no remaining Timberland Bancorp position as of Q3 2020 after selling out during the quarter.
  • Empirical Wealth Management sold 15,000 Timberland Bancorp shares in Q3 2020, an estimated $273K.
  • Empirical Wealth Management first reported a position in Timberland Bancorp in Q1 2019 and held it in 6 quarters.
  • Empirical Wealth Management's Timberland Bancorp position peaked at $448K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held Timberland Bancorp as of Q3 2020.

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