IFP Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History

IFP Advisors’s Portfolio TSC Stock Details TSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,000	Closed	-$13.6K	–	3030
2020 Q1	$10K	Hold	1,000	–	–	﹤0.01%	1799
2019 Q4	$26K	Hold	1,000	–	–	﹤0.01%	1519
2019 Q3	$21K	Buy	+1,000	New	+$20.5K	﹤0.01%	1746
2019 Q1	–	Sell	-22,000	Closed	-$421K	–	3673
2018 Q4	$421K	Buy	22,000 +5,000	+29%	+$121K	0.03%	614
2018 Q3	$469K	Hold	17,000	–	–	0.02%	691
2018 Q2	$444K	Buy	17,000 +7,000	+70%	+$177K	0.02%	707
2018 Q1	$230K	Hold	10,000	–	–	0.01%	927
2017 Q4	$230K	Buy	+10,000	New	+$232K	0.01%	929
2017 Q3	–	Sell	-22	Closed	-$1K	–	4274
2017 Q2	$1K	Buy	+22	New	+$532	﹤0.01%	3984

Other funds holding TSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

IFP Advisors's TSC Position: Q2 2020 in Review

IFP Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2020, closing a stake of 1,000 shares — an estimated $13.6K sold.

IFP Advisors first reported a position in TSC in Q2 2017 and held it in 9 quarters. The position peaked at $469K in Q3 2018. 129 funds tracked by Wall St. Rank hold TSC as of Q2 2020.

IFP Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
IFP Advisors sold 1,000 TriState Capital Holdings, Inc. shares in Q2 2020, an estimated $13.6K.
IFP Advisors first reported a position in TriState Capital Holdings, Inc. in Q2 2017 and held it in 9 quarters.
IFP Advisors's TriState Capital Holdings, Inc. position peaked at $469K in Q3 2018.
129 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.