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Wealthspire Advisors (Maryland)’s TFS Financial TFSL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,150
Closed -$19K – 1864
2019
Q1 		$19K Hold
1,150
– – ﹤0.01% 1302
2018
Q4 		$19K Hold
1,150
– – ﹤0.01% 1227
2018
Q3 		$17K Hold
1,150
– – ﹤0.01% 1374
2018
Q2 		$18K Hold
1,150
– – ﹤0.01% 1358
2018
Q1 		$17K Buy
1,150
+1,022
+798% +$15.3K ﹤0.01% 1354
2017
Q4 		$2K Buy
128
+80
+167% +$1.23K ﹤0.01% 2171
2017
Q3 		$1K Sell
48
-20
-29% -$310 ﹤0.01% 2148
2017
Q2 		$1K Buy
+68
New +$1.1K ﹤0.01% 2119

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TFSL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of TFS Financial (TFSL) in Q2 2019, closing a stake of 1,150 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in TFSL in Q2 2017 and held it in 8 quarters. The position peaked at $19K in Q1 2019. 114 funds tracked by Wall St. Rank hold TFSL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining TFS Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,150 TFS Financial shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in TFS Financial in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s TFS Financial position peaked at $19K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held TFS Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.