EWM
TFSL icon

Executive Wealth Management’s TFS Financial TFSL Stock Holding History

Executive 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
2019
Q2 		– Sell
-1,300
Closed -$21K – 943
2019
Q1 		$21K Hold
1,300
– – ﹤0.01% 418
2018
Q4 		$21K Buy
+1,300
New +$19.9K ﹤0.01% 422

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Executive Wealth Management's TFSL Position: Q2 2019 in Review

Executive Wealth Management sold out of TFS Financial (TFSL) in Q2 2019, closing a stake of 1,300 shares — an estimated $21K sold.

Executive Wealth Management first reported a position in TFSL in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 114 funds tracked by Wall St. Rank hold TFSL as of Q2 2019.

  • Executive Wealth Management reported no remaining TFS Financial position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,300 TFS Financial shares in Q2 2019, an estimated $21K.
  • Executive Wealth Management first reported a position in TFS Financial in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's TFS Financial position peaked at $21K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held TFS Financial as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.