UBS’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $366K | Sell |
25,560
-35,594
| -58% | -$510K | ﹤0.01% | 3376 |
|
|
2014
Q2 | $872K | Buy |
61,154
+52,263
| +588% | +$745K | ﹤0.01% | 2792 |
|
|
2014
Q1 | $111K | Sell |
8,891
-20,454
| -70% | -$255K | ﹤0.01% | 4073 |
|
|
2013
Q4 | $356K | Buy |
29,345
+998
| +4% | +$12.1K | ﹤0.01% | 3287 |
|
|
2013
Q3 | $339K | Buy |
28,347
+6,124
| +28% | +$73.2K | ﹤0.01% | 3199 |
|
|
2013
Q2 | $249K | Buy |
+22,223
| New | +$249K | ﹤0.01% | 3303 |
|