Greenleaf Trust’s TFS Financial TFSL Stock Holding History

Greenleaf Trust’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
2018 Q1	–	Sell	-1,326	Closed	-$20K	–	646
2017 Q4	$20K	Hold	1,326	–	–	﹤0.01%	592
2017 Q3	$21K	Buy	+1,326	New	+$20.5K	﹤0.01%	572

Other funds holding TFSL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Greenleaf Trust's TFSL Position: Q1 2018 in Review

Greenleaf Trust sold out of TFS Financial (TFSL) in Q1 2018, closing a stake of 1,326 shares — an estimated $20K sold.

Greenleaf Trust first reported a position in TFSL in Q3 2017 and held it in 2 quarters. The position peaked at $21K in Q3 2017. 113 funds tracked by Wall St. Rank hold TFSL as of Q1 2018.

Greenleaf Trust reported no remaining TFS Financial position as of Q1 2018 after selling out during the quarter.
Greenleaf Trust sold 1,326 TFS Financial shares in Q1 2018, an estimated $20K.
Greenleaf Trust first reported a position in TFS Financial in Q3 2017 and held it in 2 quarters.
Greenleaf Trust's TFS Financial position peaked at $21K in Q3 2017.
113 funds tracked by Wall St. Rank held TFS Financial as of Q1 2018.

Based on Greenleaf Trust's 13F filing for Q1 2018, filed 30 Apr 2018.