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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-51,573
Closed -$1.34M 380
2018
Q4
$1.34M Buy
51,573
+9,123
+21% +$237K 0.09% 194
2018
Q3
$1.11M Sell
42,450
-550
-1% -$14.4K 0.06% 231
2018
Q2
$1.13M Sell
43,000
-225
-0.5% -$5.9K 0.07% 225
2018
Q1
$1.12M Buy
+43,225
New +$1.12M 0.07% 240