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Evercore Wealth Management’s TFS Financial TFSL Stock Holding History

Evercore Wealth Management’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
2015
Q1 		– Sell
-159
Closed -$2K – 1037
2014
Q4 		$2K Buy
+159
New +$2.35K ﹤0.01% 847

Other funds holding TFSL

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ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return

Evercore Wealth Management's TFSL Position: Q1 2015 in Review

Evercore Wealth Management sold out of TFS Financial (TFSL) in Q1 2015, closing a stake of 159 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in TFSL in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 97 funds tracked by Wall St. Rank hold TFSL as of Q1 2015.

  • Evercore Wealth Management reported no remaining TFS Financial position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 159 TFS Financial shares in Q1 2015, an estimated $2K.
  • Evercore Wealth Management first reported a position in TFS Financial in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's TFS Financial position peaked at $2K in Q4 2014.
  • 97 funds tracked by Wall St. Rank held TFS Financial as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.