STA
TFIN icon

Summit Trail Advisors’s Triumph Financial Inc TFIN Stock Holding History

Summit Trail 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
Q1 		– Sell
-2,342
Closed -$91K – 1528
2017
Q4 		$91K Buy
+2,342
New +$74K 0.01% 654

Other funds holding TFIN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Summit Trail Advisors's TFIN Position: Q1 2018 in Review

Summit Trail Advisors sold out of Triumph Financial Inc (TFIN) in Q1 2018, closing a stake of 2,342 shares — an estimated $91K sold.

Summit Trail Advisors first reported a position in TFIN in Q4 2017 and held it in 1 quarter. The position peaked at $91K in Q4 2017. 117 funds tracked by Wall St. Rank hold TFIN as of Q1 2018.

  • Summit Trail Advisors reported no remaining Triumph Financial Inc position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,342 Triumph Financial Inc shares in Q1 2018, an estimated $91K.
  • Summit Trail Advisors first reported a position in Triumph Financial Inc in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Triumph Financial Inc position peaked at $91K in Q4 2017.
  • 117 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.