NIMC
TSC

NWQ Investment Management Company’s TriState Capital Holdings, Inc. TSC Stock Holding History

NWQ Investment Management Company’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
-106,761
Closed -$1.47M – 198
2016
Q2 		$1.47M Buy
+106,761
New +$1.38M 0.03% 144

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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FG
FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NWQ Investment Management Company's TSC Position: Q3 2016 in Review

NWQ Investment Management Company sold out of TriState Capital Holdings, Inc. (TSC) in Q3 2016, closing a stake of 106,761 shares — an estimated $1.47M sold.

NWQ Investment Management Company first reported a position in TSC in Q2 2016 and held it in 1 quarter. The position peaked at $1.47M in Q2 2016. 86 funds tracked by Wall St. Rank hold TSC as of Q3 2016.

  • NWQ Investment Management Company reported no remaining TriState Capital Holdings, Inc. position as of Q3 2016 after selling out during the quarter.
  • NWQ Investment Management Company sold 106,761 TriState Capital Holdings, Inc. shares in Q3 2016, an estimated $1.47M.
  • NWQ Investment Management Company first reported a position in TriState Capital Holdings, Inc. in Q2 2016 and held it in 1 quarter.
  • NWQ Investment Management Company's TriState Capital Holdings, Inc. position peaked at $1.47M in Q2 2016.
  • 86 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q3 2016.

Based on NWQ Investment Management Company's 13F filing for Q3 2016, filed 14 Nov 2016.