VAM
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Visionary Asset Management’s TFS Financial TFSL Stock Holding History

Visionary Asset Management’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
2018
Q4 		– Sell
-24,244
Closed -$364K – 263
2018
Q3 		$364K Buy
24,244
+2,506
+12% +$39.1K 0.12% 170
2018
Q2 		$343K Buy
+21,738
New +$336K 0.11% 134

Other funds holding TFSL

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Vanguard Group
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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
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Visionary Asset Management's TFSL Position: Q4 2018 in Review

Visionary Asset Management sold out of TFS Financial (TFSL) in Q4 2018, closing a stake of 24,244 shares — an estimated $364K sold.

Visionary Asset Management first reported a position in TFSL in Q2 2018 and held it in 2 quarters. The position peaked at $364K in Q3 2018. 114 funds tracked by Wall St. Rank hold TFSL as of Q4 2018.

  • Visionary Asset Management reported no remaining TFS Financial position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 24,244 TFS Financial shares in Q4 2018, an estimated $364K.
  • Visionary Asset Management first reported a position in TFS Financial in Q2 2018 and held it in 2 quarters.
  • Visionary Asset Management's TFS Financial position peaked at $364K in Q3 2018.
  • 114 funds tracked by Wall St. Rank held TFS Financial as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.