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Stephens Inc’s Triumph Financial Inc TFIN Stock Holding History

Stephens Inc’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
-34,810
Closed -$1.33M – 1182
2018
Q3 		$1.33M Buy
+34,810
New +$1.45M 0.03% 496
2018
Q2 		– Sell
-36,372
Closed -$1.5M – 889
2018
Q1 		$1.5M Buy
+36,372
New +$1.42M 0.06% 323

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Stephens Inc's TFIN Position: Q4 2018 in Review

Stephens Inc sold out of Triumph Financial Inc (TFIN) in Q4 2018, closing a stake of 34,810 shares — an estimated $1.33M sold.

Stephens Inc first reported a position in TFIN in Q1 2018 and held it in 2 quarters. The position peaked at $1.5M in Q1 2018. 130 funds tracked by Wall St. Rank hold TFIN as of Q4 2018.

  • Stephens Inc reported no remaining Triumph Financial Inc position as of Q4 2018 after selling out during the quarter.
  • Stephens Inc sold 34,810 Triumph Financial Inc shares in Q4 2018, an estimated $1.33M.
  • Stephens Inc first reported a position in Triumph Financial Inc in Q1 2018 and held it in 2 quarters.
  • Stephens Inc's Triumph Financial Inc position peaked at $1.5M in Q1 2018.
  • 130 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2018.

Based on Stephens Inc's 13F filing for Q4 2018, filed 11 Feb 2019.