Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TFS
TrustCore Financial Services’s
Retail Opportunity Investments Corp.
ROIC
Stock Holding History
TrustCore Financial Services’s Portfolio
ROIC Stock Details
ROIC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Hold
0
–
–
–
931
Other funds holding ROIC
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.26T AUM
61.52%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$999B AUM
46.22%
1-Year Est. Return
CVA
Ceredex Value Advisors
Orlando, Florida
$3.55B AUM
50.93%
1-Year Est. Return
State Street
Boston, Massachusetts
$3.38T AUM
44.17%
1-Year Est. Return
HIM
Hermes Investment Management
London Uk, United Kingdom
$7.52B AUM
20.67%
1-Year Est. Return
FFA
First Foundation Advisors
Irvine, California
$2.78B AUM
23.76%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$860B AUM
41.15%
1-Year Est. Return
Jennison Associates
New York
$167B AUM
44.17%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close