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IBM Retirement Fund’s TFS Financial TFSL Stock Holding History

IBM Retirement Fund’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
2016
Q1 		– Sell
-15,249
Closed -$287K – 1003
2015
Q4 		$287K Buy
15,249
+1,148
+8% +$21K 0.01% 1084
2015
Q3 		$243K Sell
14,101
-1,218
-8% -$20.6K 0.01% 928
2015
Q2 		$258K Sell
15,319
-3,335
-18% -$50.1K ﹤0.01% 1028
2015
Q1 		$274K Sell
18,654
-97
-0.5% -$1.39K 0.01% 1014
2014
Q4 		$279K Buy
18,751
+1,790
+11% +$26.5K 0.01% 1019
2014
Q3 		$243K Sell
16,961
-2,029
-11% -$28.4K ﹤0.01% 1014
2014
Q2 		$273K Sell
18,990
-1,531
-7% -$20.6K 0.01% 1016
2014
Q1 		$258K Sell
20,521
-11,856
-37% -$141K 0.01% 1004
2013
Q4 		$392K Sell
32,377
-610
-2% -$7.3K 0.01% 994
2013
Q3 		$395K Sell
32,987
-3,511
-10% -$40.4K 0.01% 994
2013
Q2 		$409K Buy
+36,498
New +$396K 0.01% 999

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 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 $524M AUM 29.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IBM Retirement Fund's TFSL Position: Q1 2016 in Review

IBM Retirement Fund sold out of TFS Financial (TFSL) in Q1 2016, closing a stake of 15,249 shares — an estimated $287K sold.

IBM Retirement Fund first reported a position in TFSL in Q2 2013 and held it in 11 quarters. The position peaked at $409K in Q2 2013. 116 funds tracked by Wall St. Rank hold TFSL as of Q1 2016.

  • IBM Retirement Fund reported no remaining TFS Financial position as of Q1 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 15,249 TFS Financial shares in Q1 2016, an estimated $287K.
  • IBM Retirement Fund first reported a position in TFS Financial in Q2 2013 and held it in 11 quarters.
  • IBM Retirement Fund's TFS Financial position peaked at $409K in Q2 2013.
  • 116 funds tracked by Wall St. Rank held TFS Financial as of Q1 2016.

Based on IBM Retirement Fund's 13F filing for Q1 2016, filed 9 May 2016.