APSP
TGI

Asset Planning Services (Pennsylvania)’s Triumph Group TGI Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q1 		– Sell
-300
Closed -$8K – 299
2016
Q4 		$8K Hold
300
– – 0.01% 215
2016
Q3 		$8K Hold
300
– – 0.01% 206
2016
Q2 		$11K Buy
+300
New +$10.9K 0.01% 192

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s TGI Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Triumph Group (TGI) in Q1 2017, closing a stake of 300 shares — an estimated $8K sold.

Asset Planning Services (Pennsylvania) first reported a position in TGI in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q2 2016. 208 funds tracked by Wall St. Rank hold TGI as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Triumph Group position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 300 Triumph Group shares in Q1 2017, an estimated $8K.
  • Asset Planning Services (Pennsylvania) first reported a position in Triumph Group in Q2 2016 and held it in 3 quarters.
  • Asset Planning Services (Pennsylvania)'s Triumph Group position peaked at $11K in Q2 2016.
  • 208 funds tracked by Wall St. Rank held Triumph Group as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.