Proficio Capital Partners’s The Bancorp TBBK Stock Holding History

Proficio Capital Partners’s Portfolio TBBK Stock Details TBBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-78	Closed	-$1K	–	1363
2019 Q2	$1K	Hold	78	–	–	﹤0.01%	1804
2019 Q1	$1K	Hold	78	–	–	﹤0.01%	1596
2018 Q4	$1K	Buy	78 +41	+111%	+$384	﹤0.01%	1141
2018 Q3	$0	Hold	37	–	–	﹤0.01%	1307
2018 Q2	$0	Hold	37	–	–	﹤0.01%	1342
2018 Q1	$0	Hold	37	–	–	﹤0.01%	1339
2017 Q4	$0	Sell	37 -3	-8%	-$28	﹤0.01%	1316
2017 Q3	$0	Sell	40 -23	-37%	-$178	﹤0.01%	1323
2017 Q2	$0	Hold	63	–	–	﹤0.01%	1325
2017 Q1	$0	Hold	63	–	–	﹤0.01%	1362
2016 Q4	$0	Hold	63	–	–	﹤0.01%	1178
2016 Q3	$0	Buy	+63	New	+$364	﹤0.01%	1145

Other funds holding TBBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return