Monarch Partners Asset Management’s TFS Financial TFSL Stock Holding History

Monarch Partners 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
2016 Q4	–	Sell	-363,808	Closed	-$6.48M	–	197
2016 Q3	$6.48M	Sell	363,808 -100	-0%	-$1.8K	0.61%	71
2016 Q2	$6.27M	Buy	363,908 +20,780	+6%	+$370K	0.63%	72
2016 Q1	$5.96M	Sell	343,128 -256,970	-43%	-$4.39M	0.62%	70
2015 Q4	$11.3M	Buy	600,098 +22,748	+4%	+$417K	1.18%	26
2015 Q3	$9.96M	Buy	577,350 +137,700	+31%	+$2.33M	1.21%	28
2015 Q2	$7.39M	Buy	+439,650	New	+$6.61M	1%	38

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

ECP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Norges Bank Oslo, Norway $935B AUM

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

Monarch Partners Asset Management's TFSL Position: Q4 2016 in Review

Monarch Partners Asset Management sold out of TFS Financial (TFSL) in Q4 2016, closing a stake of 363,808 shares — an estimated $6.48M sold.

Monarch Partners Asset Management first reported a position in TFSL in Q2 2015 and held it in 6 quarters. The position peaked at $11.3M in Q4 2015. 119 funds tracked by Wall St. Rank hold TFSL as of Q4 2016.

Monarch Partners Asset Management reported no remaining TFS Financial position as of Q4 2016 after selling out during the quarter.
Monarch Partners Asset Management sold 363,808 TFS Financial shares in Q4 2016, an estimated $6.48M.
Monarch Partners Asset Management first reported a position in TFS Financial in Q2 2015 and held it in 6 quarters.
Monarch Partners Asset Management's TFS Financial position peaked at $11.3M in Q4 2015.
119 funds tracked by Wall St. Rank held TFS Financial as of Q4 2016.

Based on Monarch Partners Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.