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Sheets Smith Wealth Management’s Triumph Financial Inc TFIN Stock Holding History

Sheets Smith 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
Q4 		– Sell
-8,068
Closed -$308K – 319
2018
Q3 		$308K Buy
8,068
+30
+0.4% +$1.25K 0.06% 289
2018
Q2 		$328K Buy
8,038
+16
+0.2% +$646 0.08% 254
2018
Q1 		$331K Buy
+8,022
New +$314K 0.08% 242

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return

Sheets Smith Wealth Management's TFIN Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Triumph Financial Inc (TFIN) in Q4 2018, closing a stake of 8,068 shares — an estimated $308K sold.

Sheets Smith Wealth Management first reported a position in TFIN in Q1 2018 and held it in 3 quarters. The position peaked at $331K in Q1 2018. 130 funds tracked by Wall St. Rank hold TFIN as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Triumph Financial Inc position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,068 Triumph Financial Inc shares in Q4 2018, an estimated $308K.
  • Sheets Smith Wealth Management first reported a position in Triumph Financial Inc in Q1 2018 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Triumph Financial Inc position peaked at $331K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.