AWP
TGI

Ascent Wealth Partners’s Triumph Group TGI Stock Holding History

Ascent Wealth Partners’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
2014
Q1 		– Sell
-4,780
Closed -$363K – 103
2013
Q4 		$363K Buy
+4,780
New +$347K 0.26% 77

Other funds holding TGI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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 $3.37T AUM 44.26% 1-Year Est. Return

Ascent Wealth Partners's TGI Position: Q1 2014 in Review

Ascent Wealth Partners sold out of Triumph Group (TGI) in Q1 2014, closing a stake of 4,780 shares — an estimated $363K sold.

Ascent Wealth Partners first reported a position in TGI in Q4 2013 and held it in 1 quarter. The position peaked at $363K in Q4 2013. 260 funds tracked by Wall St. Rank hold TGI as of Q1 2014.

  • Ascent Wealth Partners reported no remaining Triumph Group position as of Q1 2014 after selling out during the quarter.
  • Ascent Wealth Partners sold 4,780 Triumph Group shares in Q1 2014, an estimated $363K.
  • Ascent Wealth Partners first reported a position in Triumph Group in Q4 2013 and held it in 1 quarter.
  • Ascent Wealth Partners's Triumph Group position peaked at $363K in Q4 2013.
  • 260 funds tracked by Wall St. Rank held Triumph Group as of Q1 2014.

Based on Ascent Wealth Partners's 13F filing for Q1 2014, filed 22 Aug 2019.