WEC
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Winslow Evans & Crocker’s Triumph Financial Inc TFIN Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-2,300
Closed -$94K – 1137
2018
Q2 		$94K Buy
+2,300
New +$92.9K 0.03% 379

Other funds holding TFIN

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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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Winslow Evans & Crocker's TFIN Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of Triumph Financial Inc (TFIN) in Q3 2018, closing a stake of 2,300 shares — an estimated $94K sold.

Winslow Evans & Crocker first reported a position in TFIN in Q2 2018 and held it in 1 quarter. The position peaked at $94K in Q2 2018. 132 funds tracked by Wall St. Rank hold TFIN as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining Triumph Financial Inc position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 2,300 Triumph Financial Inc shares in Q3 2018, an estimated $94K.
  • Winslow Evans & Crocker first reported a position in Triumph Financial Inc in Q2 2018 and held it in 1 quarter.
  • Winslow Evans & Crocker's Triumph Financial Inc position peaked at $94K in Q2 2018.
  • 132 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.