Placemark Investments’s TFS Financial TFSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
– Sell
-24,265
Closed -$294K – 1666
2013
Q4
$294K Buy
24,265
+303
+1% +$3.63K ﹤0.01% 1366
2013
Q3
$287K Buy
23,962
+25
+0.1% +$288 0.01% 1341
2013
Q2
$268K Buy
+23,937
New +$260K 0.01% 1334

Other funds holding TFSL

Placemark Investments's TFSL Position: Q1 2014 in Review

Placemark Investments sold out of TFS Financial (TFSL) in Q1 2014, closing a stake of 24,265 shares — an estimated $294K sold.

Placemark Investments first reported a position in TFSL in Q2 2013 and held it in 3 quarters. The position peaked at $294K in Q4 2013. 113 funds tracked by Wall St. Rank hold TFSL as of Q1 2014.

  • Placemark Investments reported no remaining TFS Financial position as of Q1 2014 after selling out during the quarter.
  • Placemark Investments sold 24,265 TFS Financial shares in Q1 2014, an estimated $294K.
  • Placemark Investments first reported a position in TFS Financial in Q2 2013 and held it in 3 quarters.
  • Placemark Investments's TFS Financial position peaked at $294K in Q4 2013.
  • 113 funds tracked by Wall St. Rank held TFS Financial as of Q1 2014.

Based on Placemark Investments's 13F filing for Q1 2014, filed 9 May 2014.