RWA
TFIN icon

RGT Wealth Advisors’s Triumph Financial Inc TFIN Stock Holding History

RGT Wealth Advisors’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
-72,917
Closed -$3M – 79
2018
Q1 		$3M Hold
72,917
– – 1.44% 14
2017
Q4 		$2.3M Buy
72,917
+3,029
+4% +$95.7K 1.23% 16
2017
Q3 		$2.25M Buy
69,888
+2,000
+3% +$56.1K 1.5% 15
2017
Q2 		$1.67M Buy
+67,888
New +$1.57M 1.14% 15
2017
Q1 		– Sell
-61,039
Closed -$1.6M – 130
2016
Q4 		$1.6M Hold
61,039
– – 0.9% 17
2016
Q3 		$1.21M Buy
+61,039
New +$1.11M 0.75% 20

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

RGT Wealth Advisors's TFIN Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Triumph Financial Inc (TFIN) in Q2 2018, closing a stake of 72,917 shares — an estimated $3M sold.

RGT Wealth Advisors first reported a position in TFIN in Q3 2016 and held it in 6 quarters. The position peaked at $3M in Q1 2018. 130 funds tracked by Wall St. Rank hold TFIN as of Q2 2018.

  • RGT Wealth Advisors reported no remaining Triumph Financial Inc position as of Q2 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 72,917 Triumph Financial Inc shares in Q2 2018, an estimated $3M.
  • RGT Wealth Advisors first reported a position in Triumph Financial Inc in Q3 2016 and held it in 6 quarters.
  • RGT Wealth Advisors's Triumph Financial Inc position peaked at $3M in Q1 2018.
  • 130 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.