Principal Financial Group
TSC

Principal Financial Group’s TriState Capital Holdings, Inc. TSC Stock Holding History

Principal Financial Group’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
2019
Q2 		– Sell
-17,797
Closed -$364K – 2295
2019
Q1 		$364K Sell
17,797
-80
-0.4% -$1.7K ﹤0.01% 1994
2018
Q4 		$348K Buy
+17,877
New +$434K ﹤0.01% 1994
2017
Q4 		– Sell
-11,023
Closed -$252K – 2282
2017
Q3 		$252K Hold
11,023
– – ﹤0.01% 2058
2017
Q2 		$278K Buy
+11,023
New +$267K ﹤0.01% 2062

Other funds holding TSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group's TSC Position: Q2 2019 in Review

Principal Financial Group sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2019, closing a stake of 17,797 shares — an estimated $364K sold.

Principal Financial Group first reported a position in TSC in Q2 2017 and held it in 4 quarters. The position peaked at $364K in Q1 2019. 118 funds tracked by Wall St. Rank hold TSC as of Q2 2019.

  • Principal Financial Group reported no remaining TriState Capital Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 17,797 TriState Capital Holdings, Inc. shares in Q2 2019, an estimated $364K.
  • Principal Financial Group first reported a position in TriState Capital Holdings, Inc. in Q2 2017 and held it in 4 quarters.
  • Principal Financial Group's TriState Capital Holdings, Inc. position peaked at $364K in Q1 2019.
  • 118 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.