HRIA
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Haberer Registered Investment Advisor’s TFS Financial TFSL Stock Holding History

Haberer Registered Investment Advisor’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 		$1K Hold
100
– – ﹤0.01% 301
2014
Q4 		$1K Hold
100
– – ﹤0.01% 313
2014
Q3 		$1K Hold
100
– – ﹤0.01% 385
2014
Q2 		$1K Hold
100
– – ﹤0.01% 399
2014
Q1 		$1K Hold
100
– – ﹤0.01% 389
2013
Q4 		$1K Hold
100
– – ﹤0.01% 402
2013
Q3 		$1K Hold
100
– – ﹤0.01% 427
2013
Q2 		$1K Buy
+100
New +$1.08K ﹤0.01% 462

Other funds holding TFSL

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

Haberer Registered Investment Advisor's TFSL Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its TFS Financial (TFSL) position steady in Q1 2015 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Haberer Registered Investment Advisor first reported a position in TFSL in Q2 2013 and has held it in 8 quarters since. 97 funds tracked by Wall St. Rank hold TFSL as of Q1 2015.

  • Haberer Registered Investment Advisor held 100 shares of TFS Financial worth $1K as of Q1 2015.
  • Haberer Registered Investment Advisor left its TFS Financial share count unchanged in Q1 2015.
  • TFS Financial made up ﹤0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #301 holding.
  • Haberer Registered Investment Advisor first reported a position in TFS Financial in Q2 2013 and has held it in 8 quarters since.
  • 97 funds tracked by Wall St. Rank held TFS Financial as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.