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Mountain Capital Investment Advisors’s TFS Financial TFSL Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-2,066
Closed -$33K – 380
2017
Q3 		$33K Buy
2,066
+22
+1% +$341 0.03% 150
2017
Q2 		$32K Buy
+2,044
New +$33K 0.03% 164

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Capital Investment Advisors's TFSL Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of TFS Financial (TFSL) in Q4 2017, closing a stake of 2,066 shares — an estimated $33K sold.

Mountain Capital Investment Advisors first reported a position in TFSL in Q2 2017 and held it in 2 quarters. The position peaked at $33K in Q3 2017. 115 funds tracked by Wall St. Rank hold TFSL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining TFS Financial position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,066 TFS Financial shares in Q4 2017, an estimated $33K.
  • Mountain Capital Investment Advisors first reported a position in TFS Financial in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's TFS Financial position peaked at $33K in Q3 2017.
  • 115 funds tracked by Wall St. Rank held TFS Financial as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.