EWM
TFIN icon

Endurance Wealth Management’s Triumph Financial Inc TFIN Stock Holding History

Endurance Wealth 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
2019
Q4 		– Sell
-350
Closed -$11K – 536
2019
Q3 		$11K Buy
+350
New +$10.6K ﹤0.01% 414

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Endurance Wealth Management's TFIN Position: Q4 2019 in Review

Endurance Wealth Management sold out of Triumph Financial Inc (TFIN) in Q4 2019, closing a stake of 350 shares — an estimated $11K sold.

Endurance Wealth Management first reported a position in TFIN in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 121 funds tracked by Wall St. Rank hold TFIN as of Q4 2019.

  • Endurance Wealth Management reported no remaining Triumph Financial Inc position as of Q4 2019 after selling out during the quarter.
  • Endurance Wealth Management sold 350 Triumph Financial Inc shares in Q4 2019, an estimated $11K.
  • Endurance Wealth Management first reported a position in Triumph Financial Inc in Q3 2019 and held it in 1 quarter.
  • Endurance Wealth Management's Triumph Financial Inc position peaked at $11K in Q3 2019.
  • 121 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2019.

Based on Endurance Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.