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ZIM
Zacks Investment Management’s
TFS Financial
TFSL
Stock Holding History
Zacks Investment Management’s Portfolio
TFSL Stock Details
TFSL Fund Activity
Bought
Maintained
Sold
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
ECP
Empyrean Capital Partners
Los Angeles, California
$3.07B AUM
34.24%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
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
$142M AUM
23.3%
1-Year Est. Return
SCA
Stieven Capital Advisors
St. Louis, Missouri
$468M AUM
15.94%
1-Year Est. Return
GCM
Gruss Capital Management
New York
$715M AUM
9.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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