RJFSA
TSC

Raymond James Financial Services Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History

Raymond James Financial Services Advisors’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
2018
Q4 		– Sell
-33,783
Closed -$932K – 2898
2018
Q3 		$932K Buy
+33,783
New +$965K ﹤0.01% 1506

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 $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Raymond James Financial Services Advisors's TSC Position: Q4 2018 in Review

Raymond James Financial Services Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q4 2018, closing a stake of 33,783 shares — an estimated $932K sold.

Raymond James Financial Services Advisors first reported a position in TSC in Q3 2018 and held it in 1 quarter. The position peaked at $932K in Q3 2018. 133 funds tracked by Wall St. Rank hold TSC as of Q4 2018.

  • Raymond James Financial Services Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 33,783 TriState Capital Holdings, Inc. shares in Q4 2018, an estimated $932K.
  • Raymond James Financial Services Advisors first reported a position in TriState Capital Holdings, Inc. in Q3 2018 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's TriState Capital Holdings, Inc. position peaked at $932K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q4 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.