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Chartwell Investment Partners’s Triumph Financial Inc TFIN Stock Holding History

Chartwell Investment Partners’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
2019
Q1 		– Sell
-59,816
Closed -$1.78M – 462
2018
Q4 		$1.78M Sell
59,816
-28,024
-32% -$989K 0.06% 344
2018
Q3 		$3.35M Buy
87,840
+122
+0.1% +$5.07K 0.1% 286
2018
Q2 		$3.58M Buy
+87,718
New +$3.54M 0.11% 256

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Chartwell Investment Partners's TFIN Position: Q1 2019 in Review

Chartwell Investment Partners sold out of Triumph Financial Inc (TFIN) in Q1 2019, closing a stake of 59,816 shares — an estimated $1.78M sold.

Chartwell Investment Partners first reported a position in TFIN in Q2 2018 and held it in 3 quarters. The position peaked at $3.58M in Q2 2018. 122 funds tracked by Wall St. Rank hold TFIN as of Q1 2019.

  • Chartwell Investment Partners reported no remaining Triumph Financial Inc position as of Q1 2019 after selling out during the quarter.
  • Chartwell Investment Partners sold 59,816 Triumph Financial Inc shares in Q1 2019, an estimated $1.78M.
  • Chartwell Investment Partners first reported a position in Triumph Financial Inc in Q2 2018 and held it in 3 quarters.
  • Chartwell Investment Partners's Triumph Financial Inc position peaked at $3.58M in Q2 2018.
  • 122 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2019.

Based on Chartwell Investment Partners's 13F filing for Q1 2019, filed 11 Apr 2019.