ZIM
TFSL icon

Zacks Investment Management’s TFS Financial TFSL Stock Holding History

Zacks Investment 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
2014
Q4 		– Sell
-31,638
Closed -$453K – 750
2014
Q3 		$453K Buy
31,638
+2,808
+10% +$39.3K 0.02% 436
2014
Q2 		$411K Buy
28,830
+2,107
+8% +$28.3K 0.01% 497
2014
Q1 		$332K Buy
26,723
+3,333
+14% +$39.6K 0.01% 519
2013
Q4 		$283K Buy
23,390
+3,641
+18% +$43.6K 0.01% 557
2013
Q3 		$236K Buy
19,749
+3,820
+24% +$44K 0.01% 578
2013
Q2 		$178K Buy
+15,929
New +$173K 0.01% 579

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return

Zacks Investment Management's TFSL Position: Q4 2014 in Review

Zacks Investment Management sold out of TFS Financial (TFSL) in Q4 2014, closing a stake of 31,638 shares — an estimated $453K sold.

Zacks Investment Management first reported a position in TFSL in Q2 2013 and held it in 6 quarters. The position peaked at $453K in Q3 2014. 112 funds tracked by Wall St. Rank hold TFSL as of Q4 2014.

  • Zacks Investment Management reported no remaining TFS Financial position as of Q4 2014 after selling out during the quarter.
  • Zacks Investment Management sold 31,638 TFS Financial shares in Q4 2014, an estimated $453K.
  • Zacks Investment Management first reported a position in TFS Financial in Q2 2013 and held it in 6 quarters.
  • Zacks Investment Management's TFS Financial position peaked at $453K in Q3 2014.
  • 112 funds tracked by Wall St. Rank held TFS Financial as of Q4 2014.

Based on Zacks Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.