AIM
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Assured Investment Management’s Triumph Financial Inc TFIN Stock Holding History

Assured Investment Management’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
2018
Q3 		– Sell
-33,243
Closed -$1.35M – 1285
2018
Q2 		$1.35M Buy
33,243
+20,359
+158% +$823K 0.03% 483
2018
Q1 		$531K Buy
+12,884
New +$505K 0.01% 752

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Assured Investment Management's TFIN Position: Q3 2018 in Review

Assured Investment Management sold out of Triumph Financial Inc (TFIN) in Q3 2018, closing a stake of 33,243 shares — an estimated $1.35M sold.

Assured Investment Management first reported a position in TFIN in Q1 2018 and held it in 2 quarters. The position peaked at $1.35M in Q2 2018. 132 funds tracked by Wall St. Rank hold TFIN as of Q3 2018.

  • Assured Investment Management reported no remaining Triumph Financial Inc position as of Q3 2018 after selling out during the quarter.
  • Assured Investment Management sold 33,243 Triumph Financial Inc shares in Q3 2018, an estimated $1.35M.
  • Assured Investment Management first reported a position in Triumph Financial Inc in Q1 2018 and held it in 2 quarters.
  • Assured Investment Management's Triumph Financial Inc position peaked at $1.35M in Q2 2018.
  • 132 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2018.

Based on Assured Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.