AFG
TGI

Albion Financial Group’s Triumph Group TGI Stock Holding History

Albion Financial Group’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,005
Closed -$281K – 186
2013
Q3 		$281K Hold
4,005
– – 0.06% 134
2013
Q2 		$317K Buy
+4,005
New +$310K 0.07% 113

Other funds holding TGI

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Albion Financial Group's TGI Position: Q4 2013 in Review

Albion Financial Group sold out of Triumph Group (TGI) in Q4 2013, closing a stake of 4,005 shares — an estimated $281K sold.

Albion Financial Group first reported a position in TGI in Q2 2013 and held it in 2 quarters. The position peaked at $317K in Q2 2013. 281 funds tracked by Wall St. Rank hold TGI as of Q4 2013.

  • Albion Financial Group reported no remaining Triumph Group position as of Q4 2013 after selling out during the quarter.
  • Albion Financial Group sold 4,005 Triumph Group shares in Q4 2013, an estimated $281K.
  • Albion Financial Group first reported a position in Triumph Group in Q2 2013 and held it in 2 quarters.
  • Albion Financial Group's Triumph Group position peaked at $317K in Q2 2013.
  • 281 funds tracked by Wall St. Rank held Triumph Group as of Q4 2013.

Based on Albion Financial Group's 13F filing for Q4 2013, filed 13 Feb 2014.