Lee Financial’s Triumph Financial Inc TFIN Stock Holding History

Lee Financial’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	-200	Closed	-$8K	–	693
2018 Q2	$8K	Buy	+200	New	+$8.08K	﹤0.01%	540

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Lee Financial's TFIN Position: Q3 2018 in Review

Lee Financial sold out of Triumph Financial Inc (TFIN) in Q3 2018, closing a stake of 200 shares — an estimated $8K sold.

Lee Financial first reported a position in TFIN in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 132 funds tracked by Wall St. Rank hold TFIN as of Q3 2018.

Lee Financial reported no remaining Triumph Financial Inc position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 200 Triumph Financial Inc shares in Q3 2018, an estimated $8K.
Lee Financial first reported a position in Triumph Financial Inc in Q2 2018 and held it in 1 quarter.
Lee Financial's Triumph Financial Inc position peaked at $8K in Q2 2018.
132 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.