APP
TGI

Avantax Planning Partners’s Triumph Group TGI Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-100
Closed -$2K – 1100
2018
Q3 		$2K Buy
+100
New +$2.09K ﹤0.01% 1365
2018
Q2 		– Sell
-110
Closed -$3K – 1348
2018
Q1 		$3K Buy
+110
New +$2.99K ﹤0.01% 1538

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Avantax Planning Partners's TGI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Triumph Group (TGI) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in TGI in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 177 funds tracked by Wall St. Rank hold TGI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Triumph Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Triumph Group shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Triumph Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Triumph Group position peaked at $3K in Q1 2018.
  • 177 funds tracked by Wall St. Rank held Triumph Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.