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Omnia Family Wealth’s TFS Financial TFSL Stock Holding History

Omnia Family Wealth’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
Q3 		– Sell
-257
Closed -$4K – 685
2017
Q2 		$4K Buy
+257
New +$4.15K ﹤0.01% 477
2017
Q1 		– Sell
-273
Closed -$5K – 772
2016
Q4 		$5K Buy
+273
New +$5.03K ﹤0.01% 394

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Omnia Family Wealth's TFSL Position: Q3 2017 in Review

Omnia Family Wealth sold out of TFS Financial (TFSL) in Q3 2017, closing a stake of 257 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in TFSL in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 104 funds tracked by Wall St. Rank hold TFSL as of Q3 2017.

  • Omnia Family Wealth reported no remaining TFS Financial position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 257 TFS Financial shares in Q3 2017, an estimated $4K.
  • Omnia Family Wealth first reported a position in TFS Financial in Q4 2016 and held it in 2 quarters.
  • Omnia Family Wealth's TFS Financial position peaked at $5K in Q4 2016.
  • 104 funds tracked by Wall St. Rank held TFS Financial as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.