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

IHT 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
2018
Q2 		– Sell
-154
Closed -$6K – 1262
2018
Q1 		$6K Hold
154
– – ﹤0.01% 1310
2017
Q4 		$5K Buy
+154
New +$4.87K ﹤0.01% 1344
2017
Q1 		– Sell
-154
Closed -$4K – 1318
2016
Q4 		$4K Buy
+154
New +$3.29K ﹤0.01% 957

Other funds holding TFIN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

IHT Wealth Management's TFIN Position: Q2 2018 in Review

IHT Wealth Management sold out of Triumph Financial Inc (TFIN) in Q2 2018, closing a stake of 154 shares — an estimated $6K sold.

IHT Wealth Management first reported a position in TFIN in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 130 funds tracked by Wall St. Rank hold TFIN as of Q2 2018.

  • IHT Wealth Management reported no remaining Triumph Financial Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 154 Triumph Financial Inc shares in Q2 2018, an estimated $6K.
  • IHT Wealth Management first reported a position in Triumph Financial Inc in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Triumph Financial Inc position peaked at $6K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.