AWCI
TFIN icon

Alpine Woods Capital Investors’s Triumph Financial Inc TFIN Stock Holding History

Alpine Woods Capital Investors’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-14,600
Closed -$192K – 492
2015
Q2 		$192K Hold
14,600
– – 0.01% 438
2015
Q1 		$199K Sell
14,600
-1,000
-6% -$13K 0.01% 425
2014
Q4 		$211K Buy
+15,600
New +$213K 0.01% 414

Other funds holding TFIN

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

Alpine Woods Capital Investors's TFIN Position: Q3 2015 in Review

Alpine Woods Capital Investors sold out of Triumph Financial Inc (TFIN) in Q3 2015, closing a stake of 14,600 shares — an estimated $192K sold.

Alpine Woods Capital Investors first reported a position in TFIN in Q4 2014 and held it in 3 quarters. The position peaked at $211K in Q4 2014. 69 funds tracked by Wall St. Rank hold TFIN as of Q3 2015.

  • Alpine Woods Capital Investors reported no remaining Triumph Financial Inc position as of Q3 2015 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 14,600 Triumph Financial Inc shares in Q3 2015, an estimated $192K.
  • Alpine Woods Capital Investors first reported a position in Triumph Financial Inc in Q4 2014 and held it in 3 quarters.
  • Alpine Woods Capital Investors's Triumph Financial Inc position peaked at $211K in Q4 2014.
  • 69 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2015.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2015, filed 9 Nov 2015.