ZIM
TSC

Zacks Investment Management’s TriState Capital Holdings, Inc. TSC Stock Holding History

Zacks Investment Management’s Portfolio TSC Stock Details TSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-36,502
Closed -$779K – 608
2019
Q2 		$779K Sell
36,502
-921
-2% -$20.2K 0.02% 421
2019
Q1 		$765K Buy
37,423
+5,742
+18% +$122K 0.02% 423
2018
Q4 		$617K Sell
31,681
-5,282
-14% -$128K 0.01% 419
2018
Q3 		$1.02M Buy
+36,963
New +$1.06M 0.02% 393

Other funds holding TSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's TSC Position: Q3 2019 in Review

Zacks Investment Management sold out of TriState Capital Holdings, Inc. (TSC) in Q3 2019, closing a stake of 36,502 shares — an estimated $779K sold.

Zacks Investment Management first reported a position in TSC in Q3 2018 and held it in 4 quarters. The position peaked at $1.02M in Q3 2018. 118 funds tracked by Wall St. Rank hold TSC as of Q3 2019.

  • Zacks Investment Management reported no remaining TriState Capital Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • Zacks Investment Management sold 36,502 TriState Capital Holdings, Inc. shares in Q3 2019, an estimated $779K.
  • Zacks Investment Management first reported a position in TriState Capital Holdings, Inc. in Q3 2018 and held it in 4 quarters.
  • Zacks Investment Management's TriState Capital Holdings, Inc. position peaked at $1.02M in Q3 2018.
  • 118 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q3 2019.

Based on Zacks Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.