Wellington Management Group

Wellington Management Group’s TFS Financial TFSL Stock Holding History

Wellington Management Group’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 Q3	–	Sell	-16,567	Closed	-$237K	–	1988
2020 Q2	$237K	Buy	+16,567	New	+$239K	﹤0.01%	1783
2017 Q2	–	Sell	-11,109	Closed	-$185K	–	2292
2017 Q1	$185K	Hold	11,109	–	–	﹤0.01%	2209
2016 Q4	$212K	Hold	11,109	–	–	﹤0.01%	2129
2016 Q3	$198K	Buy	+11,109	New	+$200K	﹤0.01%	2139
2016 Q1	–	Sell	-63,408	Closed	-$1.19M	–	2227
2015 Q4	$1.19M	Hold	63,408	–	–	﹤0.01%	1781
2015 Q3	$1.09M	Sell	63,408 -3,337	-5%	-$56.5K	﹤0.01%	1809
2015 Q2	$1.12M	Sell	66,745 -15,628	-19%	-$235K	﹤0.01%	1814
2015 Q1	$1.21M	Hold	82,373	–	–	﹤0.01%	1810
2014 Q4	$1.23M	Hold	82,373	–	–	﹤0.01%	1814
2014 Q3	$1.18M	Hold	82,373	–	–	﹤0.01%	1789
2014 Q2	$1.18M	Sell	82,373 -95,674	-54%	-$1.29M	﹤0.01%	1787
2014 Q1	$2.21M	Sell	178,047 -385	-0.2%	-$4.58K	﹤0.01%	1665
2013 Q4	$2.16M	Buy	178,432 +385	+0.2%	+$4.61K	﹤0.01%	1684
2013 Q3	$2.13M	Hold	178,047	–	–	﹤0.01%	1666
2013 Q2	$1.99M	Buy	+178,047	New	+$1.93M	﹤0.01%	1636

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Dimensional Fund Advisors

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Geode Capital Management

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Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return