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WFG Advisors’s Triumph Financial Inc TFIN Stock Holding History

WFG 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
2016
Q4 		– Sell
-200
Closed -$4K – 1719
2016
Q3 		$4K Hold
200
– – ﹤0.01% 1317
2016
Q2 		$3K Hold
200
– – ﹤0.01% 1341
2016
Q1 		$3K Hold
200
– – ﹤0.01% 1291
2015
Q4 		$3K Sell
200
-748
-79% -$12.7K ﹤0.01% 1314
2015
Q3 		$16K Hold
948
– – 0.01% 966
2015
Q2 		$12K Hold
948
– – ﹤0.01% 1139
2015
Q1 		$13K Buy
948
+748
+374% +$9.74K ﹤0.01% 1130
2014
Q4 		$3K Buy
+200
New +$2.73K ﹤0.01% 1796

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's TFIN Position: Q4 2016 in Review

WFG Advisors sold out of Triumph Financial Inc (TFIN) in Q4 2016, closing a stake of 200 shares — an estimated $4K sold.

WFG Advisors first reported a position in TFIN in Q4 2014 and held it in 8 quarters. The position peaked at $16K in Q3 2015. 76 funds tracked by Wall St. Rank hold TFIN as of Q4 2016.

  • WFG Advisors reported no remaining Triumph Financial Inc position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 200 Triumph Financial Inc shares in Q4 2016, an estimated $4K.
  • WFG Advisors first reported a position in Triumph Financial Inc in Q4 2014 and held it in 8 quarters.
  • WFG Advisors's Triumph Financial Inc position peaked at $16K in Q3 2015.
  • 76 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.