IIC
TSC

Integrated Investment Consultants’s TriState Capital Holdings, Inc. TSC Stock Holding History

Integrated Investment Consultants’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
Q3 		– Sell
-13,210
Closed -$208K – 214
2020
Q2 		$208K Buy
+13,210
New +$180K 0.1% 155

Other funds holding TSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Integrated Investment Consultants's TSC Position: Q3 2020 in Review

Integrated Investment Consultants sold out of TriState Capital Holdings, Inc. (TSC) in Q3 2020, closing a stake of 13,210 shares — an estimated $208K sold.

Integrated Investment Consultants first reported a position in TSC in Q2 2020 and held it in 1 quarter. The position peaked at $208K in Q2 2020. 125 funds tracked by Wall St. Rank hold TSC as of Q3 2020.

  • Integrated Investment Consultants reported no remaining TriState Capital Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • Integrated Investment Consultants sold 13,210 TriState Capital Holdings, Inc. shares in Q3 2020, an estimated $208K.
  • Integrated Investment Consultants first reported a position in TriState Capital Holdings, Inc. in Q2 2020 and held it in 1 quarter.
  • Integrated Investment Consultants's TriState Capital Holdings, Inc. position peaked at $208K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q3 2020.

Based on Integrated Investment Consultants's 13F filing for Q3 2020, filed 26 Oct 2020.