Investors Capital Advisory Services’s Triumph Financial Inc TFIN Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$756K	Sell	47,257 -6,405	-12%	-$102K	0.15%	191
2016 Q1	$849K	Sell	53,662 -4,625	-8%	-$66.4K	0.17%	172
2015 Q4	$961K	Buy	58,287 +5,770	+11%	+$98.1K	0.19%	152
2015 Q3	$882K	Buy	+52,517	New	+$754K	0.18%	159

Other funds holding TFIN

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Investors Capital Advisory Services's TFIN Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Triumph Financial Inc (TFIN) stake by 12% in Q2 2016, selling an estimated $102K and leaving 47,257 shares worth $756K. The position accounts for 0.15% of the portfolio, ranked #191.

Investors Capital Advisory Services first reported a position in TFIN in Q3 2015 and has held it in 4 quarters since. The position peaked at $961K in Q4 2015. 65 funds tracked by Wall St. Rank hold TFIN as of Q2 2016.

Investors Capital Advisory Services held 47,257 shares of Triumph Financial Inc worth $756K as of Q2 2016.
Investors Capital Advisory Services sold 6,405 Triumph Financial Inc shares in Q2 2016, an estimated $102K.
Triumph Financial Inc made up 0.15% of Investors Capital Advisory Services's portfolio in Q2 2016, its #191 holding.
Investors Capital Advisory Services first reported a position in Triumph Financial Inc in Q3 2015 and has held it in 4 quarters since.
Investors Capital Advisory Services's Triumph Financial Inc position peaked at $961K in Q4 2015.
65 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.