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McKinley Carter Wealth Services’s TFS Financial TFSL Stock Holding History

McKinley Carter Wealth Services’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
2014
Q1 		– Sell
-19,543
Closed -$1.72M – 121
2013
Q4 		$1.72M Buy
+19,543
New +$234K 1.67% 16

Other funds holding TFSL

CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Vanguard Group
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
BPM
Bronson Point Management Fairfield, Connecticut $8.26M AUM 46.43% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

McKinley Carter Wealth Services's TFSL Position: Q1 2014 in Review

McKinley Carter Wealth Services sold out of TFS Financial (TFSL) in Q1 2014, closing a stake of 19,543 shares — an estimated $1.72M sold.

McKinley Carter Wealth Services first reported a position in TFSL in Q4 2013 and held it in 1 quarter. The position peaked at $1.72M in Q4 2013. 113 funds tracked by Wall St. Rank hold TFSL as of Q1 2014.

  • McKinley Carter Wealth Services reported no remaining TFS Financial position as of Q1 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 19,543 TFS Financial shares in Q1 2014, an estimated $1.72M.
  • McKinley Carter Wealth Services first reported a position in TFS Financial in Q4 2013 and held it in 1 quarter.
  • McKinley Carter Wealth Services's TFS Financial position peaked at $1.72M in Q4 2013.
  • 113 funds tracked by Wall St. Rank held TFS Financial as of Q1 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2014, filed 2 May 2014.