Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HCC
Hirtle Callaghan & Co’s
The Bancorp
TBBK
Stock Holding History
Hirtle Callaghan & Co’s Portfolio
TBBK Stock Details
TBBK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q1
–
Sell
-1,600
Closed
-$17K
–
323
2014
Q4
$17K
Hold
1,600
–
–
﹤0.01%
393
2014
Q3
$14K
Hold
1,600
–
–
﹤0.01%
442
2014
Q2
$19K
Hold
1,600
–
–
﹤0.01%
467
2014
Q1
$30K
Hold
1,600
–
–
0.01%
407
2013
Q4
$29K
Hold
1,600
–
–
﹤0.01%
392
2013
Q3
$28K
Buy
+1,600
New
+$25.9K
﹤0.01%
403
Other funds holding TBBK
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
SCC
Second Curve Capital
Radnor, Pennsylvania
$93.1M AUM
66.93%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
EM
Endicott Management
New York
$27.5M AUM
36.01%
1-Year Est. Return
AFM
Anson Funds Management
Dallas, Texas
$1.57B AUM
370.24%
1-Year Est. Return
TSW
Thompson Siegel & Walmsley
Richmond, Virginia
$5.66B AUM
6.69%
1-Year Est. Return
CC
Consector Capital
New York
$45.9M AUM
4.93%
1-Year Est. Return
NCM
Nantahala Capital Management
New Canaan, Connecticut
$1.6B AUM
121.58%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close