KCM Investment Advisors’s TriState Capital Holdings, Inc. Dep Shs Rep 1/40th Int 6.75% Srs A Non-Cum Pfd Stock TSCAP Stock Holding History

KCM Investment Advisors’s Portfolio TSCAP Stock Details TSCAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-51,573	Closed	-$1.34M	–	379
2018 Q4	$1.34M	Buy	51,573 +9,123	+21%	+$237K	0.09%	194
2018 Q3	$1.11M	Sell	42,450 -550	-1%	-$14.5K	0.06%	231
2018 Q2	$1.13M	Sell	43,000 -225	-0.5%	-$5.91K	0.07%	225
2018 Q1	$1.12M	Buy	+43,225	New	+$1.12M	0.07%	240

Other funds holding TSCAP

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

KCM Investment Advisors's TSCAP Position: Q1 2019 in Review

KCM Investment Advisors sold out of TriState Capital Holdings, Inc. Dep Shs Rep 1/40th Int 6.75% Srs A Non-Cum Pfd Stock (TSCAP) in Q1 2019, closing a stake of 51,573 shares — an estimated $1.34M sold.

KCM Investment Advisors first reported a position in TSCAP in Q1 2018 and held it in 4 quarters. The position peaked at $1.34M in Q4 2018. 1 fund tracked by Wall St. Rank holds TSCAP as of Q1 2019.

KCM Investment Advisors reported no remaining TriState Capital Holdings, Inc. Dep Shs Rep 1/40th Int 6.75% Srs A Non-Cum Pfd Stock position as of Q1 2019 after selling out during the quarter.
KCM Investment Advisors sold 51,573 TriState Capital Holdings, Inc. Dep Shs Rep 1/40th Int 6.75% Srs A Non-Cum Pfd Stock shares in Q1 2019, an estimated $1.34M.
KCM Investment Advisors first reported a position in TriState Capital Holdings, Inc. Dep Shs Rep 1/40th Int 6.75% Srs A Non-Cum Pfd Stock in Q1 2018 and held it in 4 quarters.
KCM Investment Advisors's TriState Capital Holdings, Inc. Dep Shs Rep 1/40th Int 6.75% Srs A Non-Cum Pfd Stock position peaked at $1.34M in Q4 2018.
1 fund tracked by Wall St. Rank held TriState Capital Holdings, Inc. Dep Shs Rep 1/40th Int 6.75% Srs A Non-Cum Pfd Stock as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.