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USA Financial Formulas’s TFS Financial TFSL Stock Holding History

USA Financial Formulas’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
2020
Q2 		– Sell
-36,805
Closed -$562K – 325
2020
Q1 		$562K Buy
+36,805
New +$721K 0.36% 81

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

USA Financial Formulas's TFSL Position: Q2 2020 in Review

USA Financial Formulas sold out of TFS Financial (TFSL) in Q2 2020, closing a stake of 36,805 shares — an estimated $562K sold.

USA Financial Formulas first reported a position in TFSL in Q1 2020 and held it in 1 quarter. The position peaked at $562K in Q1 2020. 127 funds tracked by Wall St. Rank hold TFSL as of Q2 2020.

  • USA Financial Formulas reported no remaining TFS Financial position as of Q2 2020 after selling out during the quarter.
  • USA Financial Formulas sold 36,805 TFS Financial shares in Q2 2020, an estimated $562K.
  • USA Financial Formulas first reported a position in TFS Financial in Q1 2020 and held it in 1 quarter.
  • USA Financial Formulas's TFS Financial position peaked at $562K in Q1 2020.
  • 127 funds tracked by Wall St. Rank held TFS Financial as of Q2 2020.

Based on USA Financial Formulas's 13F filing for Q2 2020, filed 11 Aug 2020.