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B. Riley Wealth Management’s Triumph Group TGI Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-500
Closed -$32K – 682
2015
Q2 		$32K Hold
500
– – 0.03% 513
2015
Q1 		$29K Hold
500
– – 0.02% 525
2014
Q4 		$33K Hold
500
– – 0.03% 474
2014
Q3 		$32K Buy
+500
New +$33.5K 0.02% 508

Other funds holding TGI

AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

B. Riley Wealth Management's TGI Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Triumph Group (TGI) in Q3 2015, closing a stake of 500 shares — an estimated $32K sold.

B. Riley Wealth Management first reported a position in TGI in Q3 2014 and held it in 4 quarters. The position peaked at $33K in Q4 2014. 249 funds tracked by Wall St. Rank hold TGI as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Triumph Group position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 Triumph Group shares in Q3 2015, an estimated $32K.
  • B. Riley Wealth Management first reported a position in Triumph Group in Q3 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Triumph Group position peaked at $33K in Q4 2014.
  • 249 funds tracked by Wall St. Rank held Triumph Group as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.