Kavi Asset Management’s TFS Financial TFSL Stock Holding History

Kavi Asset Management’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
2018 Q1	–	Sell	-42,300	Closed	-$632K	–	40
2017 Q4	$632K	Hold	42,300	–	–	0.44%	31
2017 Q3	$682K	Hold	42,300	–	–	0.33%	31
2017 Q2	$654K	Hold	42,300	–	–	0.35%	32
2017 Q1	$702K	Hold	42,300	–	–	0.49%	33
2016 Q4	$805K	Buy	+42,300	New	+$779K	0.59%	29

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

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kavi Asset Management's TFSL Position: Q1 2018 in Review

Kavi Asset Management sold out of TFS Financial (TFSL) in Q1 2018, closing a stake of 42,300 shares — an estimated $632K sold.

Kavi Asset Management first reported a position in TFSL in Q4 2016 and held it in 5 quarters. The position peaked at $805K in Q4 2016. 113 funds tracked by Wall St. Rank hold TFSL as of Q1 2018.

Kavi Asset Management reported no remaining TFS Financial position as of Q1 2018 after selling out during the quarter.
Kavi Asset Management sold 42,300 TFS Financial shares in Q1 2018, an estimated $632K.
Kavi Asset Management first reported a position in TFS Financial in Q4 2016 and held it in 5 quarters.
Kavi Asset Management's TFS Financial position peaked at $805K in Q4 2016.
113 funds tracked by Wall St. Rank held TFS Financial as of Q1 2018.

Based on Kavi Asset Management's 13F filing for Q1 2018, filed 14 May 2018.