SWA
TSC

SFMG Wealth Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History

SFMG Wealth 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
2015
Q3 		– Sell
-13,125
Closed -$170K – 132
2015
Q2 		$170K Hold
13,125
– – 0.04% 115
2015
Q1 		$137K Hold
13,125
– – 0.01% 173
2014
Q4 		$134K Hold
13,125
– – 0.03% 120
2014
Q3 		$119K Buy
+13,125
New +$138K 0.04% 87

Other funds holding TSC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
FG
FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SFMG Wealth Advisors's TSC Position: Q3 2015 in Review

SFMG Wealth Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q3 2015, closing a stake of 13,125 shares — an estimated $170K sold.

SFMG Wealth Advisors first reported a position in TSC in Q3 2014 and held it in 4 quarters. The position peaked at $170K in Q2 2015. 96 funds tracked by Wall St. Rank hold TSC as of Q3 2015.

  • SFMG Wealth Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q3 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 13,125 TriState Capital Holdings, Inc. shares in Q3 2015, an estimated $170K.
  • SFMG Wealth Advisors first reported a position in TriState Capital Holdings, Inc. in Q3 2014 and held it in 4 quarters.
  • SFMG Wealth Advisors's TriState Capital Holdings, Inc. position peaked at $170K in Q2 2015.
  • 96 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q3 2015.

Based on SFMG Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.