Kanaly Trust’s TFS Financial TFSL Stock Holding History

Kanaly Trust’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 Q4	$9K	Hold	483	–	–	﹤0.01%	577
2016 Q3	$9K	Sell	483 -684	-59%	-$12.3K	﹤0.01%	555
2016 Q2	$20K	Sell	1,167 -32	-3%	-$570	﹤0.01%	435
2016 Q1	$21K	Sell	1,199 -148	-11%	-$2.53K	﹤0.01%	429
2015 Q4	$25K	Sell	1,347 -29	-2%	-$532	0.01%	391
2015 Q3	$24K	Hold	1,376	–	–	0.01%	416
2015 Q2	$23K	Buy	+1,376	New	+$20.7K	﹤0.01%	442

Other funds holding TFSL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Kanaly Trust's TFSL Position: Q4 2016 in Review

Kanaly Trust held its TFS Financial (TFSL) position steady in Q4 2016 at 483 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Kanaly Trust first reported a position in TFSL in Q2 2015 and has held it in 7 quarters since. The position peaked at $25K in Q4 2015. 119 funds tracked by Wall St. Rank hold TFSL as of Q4 2016.

Kanaly Trust held 483 shares of TFS Financial worth $9K as of Q4 2016.
Kanaly Trust left its TFS Financial share count unchanged in Q4 2016.
TFS Financial made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #577 holding.
Kanaly Trust first reported a position in TFS Financial in Q2 2015 and has held it in 7 quarters since.
Kanaly Trust's TFS Financial position peaked at $25K in Q4 2015.
119 funds tracked by Wall St. Rank held TFS Financial as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.