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Waratah Capital Advisors’s Triumph Financial Inc TFIN Stock Holding History

Waratah Capital 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
-5,254
Closed -$216K – 178
2018
Q1 		$216K Buy
+5,254
New +$206K 0.02% 111
2017
Q4 		– Sell
-13,399
Closed -$432K – 151
2017
Q3 		$432K Buy
+13,399
New +$376K 0.05% 109
2017
Q2 		– Sell
-38,523
Closed -$994K – 207
2017
Q1 		$994K Buy
+38,523
New +$1.02M 0.13% 106

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

Waratah Capital Advisors's TFIN Position: Q2 2018 in Review

Waratah Capital Advisors sold out of Triumph Financial Inc (TFIN) in Q2 2018, closing a stake of 5,254 shares — an estimated $216K sold.

Waratah Capital Advisors first reported a position in TFIN in Q1 2017 and held it in 3 quarters. The position peaked at $994K in Q1 2017. 130 funds tracked by Wall St. Rank hold TFIN as of Q2 2018.

  • Waratah Capital Advisors reported no remaining Triumph Financial Inc position as of Q2 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 5,254 Triumph Financial Inc shares in Q2 2018, an estimated $216K.
  • Waratah Capital Advisors first reported a position in Triumph Financial Inc in Q1 2017 and held it in 3 quarters.
  • Waratah Capital Advisors's Triumph Financial Inc position peaked at $994K in Q1 2017.
  • 130 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2018.

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