Lehman Financial Resources’s TriState Capital Holdings, Inc. TSC Stock Holding History

Lehman Financial Resources’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
2016 Q3	–	Sell	-23,406	Closed	-$321K	–	64
2016 Q2	$321K	Sell	23,406 -3,000	-11%	-$38.9K	0.16%	46
2016 Q1	$332K	Buy	26,406 +600	+2%	+$7.35K	0.18%	47
2015 Q4	$361K	Sell	25,806 -2,100	-8%	-$26.9K	0.19%	44
2015 Q3	$347K	Hold	27,906	–	–	0.18%	46
2015 Q2	$360K	Sell	27,906 -30,702	-52%	-$368K	0.17%	47
2015 Q1	$614K	Hold	58,608	–	–	0.28%	40
2014 Q4	$600K	Buy	58,608 +54,508	+1,329%	+$540K	0.29%	43
2014 Q3	$37K	Buy	+4,100	New	+$43.1K	0.02%	176

Other funds holding TSC

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

SCC

Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

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

Lehman Financial Resources's TSC Position: Q3 2016 in Review

Lehman Financial Resources sold out of TriState Capital Holdings, Inc. (TSC) in Q3 2016, closing a stake of 23,406 shares — an estimated $321K sold.

Lehman Financial Resources first reported a position in TSC in Q3 2014 and held it in 8 quarters. The position peaked at $614K in Q1 2015. 86 funds tracked by Wall St. Rank hold TSC as of Q3 2016.

Lehman Financial Resources reported no remaining TriState Capital Holdings, Inc. position as of Q3 2016 after selling out during the quarter.
Lehman Financial Resources sold 23,406 TriState Capital Holdings, Inc. shares in Q3 2016, an estimated $321K.
Lehman Financial Resources first reported a position in TriState Capital Holdings, Inc. in Q3 2014 and held it in 8 quarters.
Lehman Financial Resources's TriState Capital Holdings, Inc. position peaked at $614K in Q1 2015.
86 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q3 2016.

Based on Lehman Financial Resources's 13F filing for Q3 2016, filed 31 Oct 2016.