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Turner Investments’s TFS Financial TFSL Stock Holding History

Turner Investments’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-188,230
Closed -$2.8M – 516
2014
Q4 		$2.8M Hold
188,230
– – 0.33% 80
2014
Q3 		$2.69M Sell
188,230
-12,710
-6% -$178K 0.16% 189
2014
Q2 		$2.87M Sell
200,940
-32,230
-14% -$433K 0.13% 220
2014
Q1 		$2.9M Hold
233,170
– – 0.08% 272
2013
Q4 		$2.83M Hold
233,170
– – 0.05% 332
2013
Q3 		$2.79M Buy
+233,170
New +$2.69M 0.05% 350

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return

Turner Investments's TFSL Position: Q1 2015 in Review

Turner Investments sold out of TFS Financial (TFSL) in Q1 2015, closing a stake of 188,230 shares — an estimated $2.8M sold.

Turner Investments first reported a position in TFSL in Q3 2013 and held it in 6 quarters. The position peaked at $2.9M in Q1 2014. 97 funds tracked by Wall St. Rank hold TFSL as of Q1 2015.

  • Turner Investments reported no remaining TFS Financial position as of Q1 2015 after selling out during the quarter.
  • Turner Investments sold 188,230 TFS Financial shares in Q1 2015, an estimated $2.8M.
  • Turner Investments first reported a position in TFS Financial in Q3 2013 and held it in 6 quarters.
  • Turner Investments's TFS Financial position peaked at $2.9M in Q1 2014.
  • 97 funds tracked by Wall St. Rank held TFS Financial as of Q1 2015.

Based on Turner Investments's 13F filing for Q1 2015, filed 12 May 2015.