BL
TGI

BCWM LLC’s Triumph Group TGI Stock Holding History

BCWM LLC’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
Q4 		– Sell
-11,186
Closed -$471K – 85
2015
Q3 		$471K Sell
11,186
-184
-2% -$9.85K 0.23% 84
2015
Q2 		$751K Sell
11,370
-13,995
-55% -$907K 0.31% 76
2015
Q1 		$15.1M Sell
25,365
-14,015
-36% -$842K 0.7% 57
2014
Q4 		$26.5M Buy
39,380
+2,253
+6% +$148K 1.28% 34
2014
Q3 		$24.2K Buy
37,127
+3,277
+10% +$219K 1.21% 36
2014
Q2 		$2.36M Buy
33,850
+14,670
+76% +$990K 1.21% 36
2014
Q1 		$1.24M Buy
+19,180
New +$1.31M 0.65% 61

Other funds holding TGI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $172M AUM 39.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCWM LLC's TGI Position: Q4 2015 in Review

BCWM LLC sold out of Triumph Group (TGI) in Q4 2015, closing a stake of 11,186 shares — an estimated $471K sold.

BCWM LLC first reported a position in TGI in Q1 2014 and held it in 7 quarters. The position peaked at $26.5M in Q4 2014. 225 funds tracked by Wall St. Rank hold TGI as of Q4 2015.

  • BCWM LLC reported no remaining Triumph Group position as of Q4 2015 after selling out during the quarter.
  • BCWM LLC sold 11,186 Triumph Group shares in Q4 2015, an estimated $471K.
  • BCWM LLC first reported a position in Triumph Group in Q1 2014 and held it in 7 quarters.
  • BCWM LLC's Triumph Group position peaked at $26.5M in Q4 2014.
  • 225 funds tracked by Wall St. Rank held Triumph Group as of Q4 2015.

Based on BCWM LLC's 13F filing for Q4 2015, filed 11 Feb 2016.