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Rotella Capital Management’s Triumph Financial Inc TFIN Stock Holding History

Rotella Capital 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
2016
Q1 		– Sell
-22,870
Closed -$377K – 218
2015
Q4 		$377K Sell
22,870
-22,908
-50% -$390K 0.34% 162
2015
Q3 		$769K Buy
+45,778
New +$657K 0.25% 192
2015
Q2 		– Sell
-10,100
Closed -$138K – 567
2015
Q1 		$138K Buy
+10,100
New +$132K 0.12% 306

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
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Rotella Capital Management's TFIN Position: Q1 2016 in Review

Rotella Capital Management sold out of Triumph Financial Inc (TFIN) in Q1 2016, closing a stake of 22,870 shares — an estimated $377K sold.

Rotella Capital Management first reported a position in TFIN in Q1 2015 and held it in 3 quarters. The position peaked at $769K in Q3 2015. 71 funds tracked by Wall St. Rank hold TFIN as of Q1 2016.

  • Rotella Capital Management reported no remaining Triumph Financial Inc position as of Q1 2016 after selling out during the quarter.
  • Rotella Capital Management sold 22,870 Triumph Financial Inc shares in Q1 2016, an estimated $377K.
  • Rotella Capital Management first reported a position in Triumph Financial Inc in Q1 2015 and held it in 3 quarters.
  • Rotella Capital Management's Triumph Financial Inc position peaked at $769K in Q3 2015.
  • 71 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2016.

Based on Rotella Capital Management's 13F filing for Q1 2016, filed 13 May 2016.