BFEC
TGI

Benjamin F. Edwards & Company’s Triumph Group TGI Stock Holding History

Benjamin F. Edwards & Company’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 – 1394
2016
Q4 		$8K Hold
300
– – ﹤0.01% 994
2016
Q3 		$8K Sell
300
-500
-63% -$16.1K ﹤0.01% 889
2016
Q2 		$28K Sell
800
-850
-52% -$30.7K 0.01% 617
2016
Q1 		$52K Sell
1,650
-500
-23% -$15.2K 0.01% 499
2015
Q4 		$85K Sell
2,150
-190
-8% -$7.68K 0.02% 434
2015
Q3 		$98K Buy
2,340
+475
+25% +$25.4K 0.02% 414
2015
Q2 		$123K Buy
1,865
+390
+26% +$25.3K 0.02% 419
2015
Q1 		$88K Buy
1,475
+1,410
+2,169% +$84.7K 0.02% 468
2014
Q4 		$4K Hold
65
– – ﹤0.01% 922
2014
Q3 		$4K Hold
65
– – ﹤0.01% 889
2014
Q2 		$5K Hold
65
– – ﹤0.01% 826
2014
Q1 		$4K Sell
65
-28
-30% -$1.92K ﹤0.01% 802
2013
Q4 		$7K Buy
93
+28
+43% +$2.03K ﹤0.01% 711
2013
Q3 		$5K Hold
65
– – ﹤0.01% 700
2013
Q2 		$5K Buy
+65
New +$5.03K ﹤0.01% 672

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

Benjamin F. Edwards & Company's TGI Position: Q1 2017 in Review

Benjamin F. Edwards & Company sold out of Triumph Group (TGI) in Q1 2017, closing a stake of 300 shares — an estimated $8K sold.

Benjamin F. Edwards & Company first reported a position in TGI in Q2 2013 and held it in 15 quarters. The position peaked at $123K in Q2 2015. 208 funds tracked by Wall St. Rank hold TGI as of Q1 2017.

  • Benjamin F. Edwards & Company reported no remaining Triumph Group position as of Q1 2017 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 300 Triumph Group shares in Q1 2017, an estimated $8K.
  • Benjamin F. Edwards & Company first reported a position in Triumph Group in Q2 2013 and held it in 15 quarters.
  • Benjamin F. Edwards & Company's Triumph Group position peaked at $123K in Q2 2015.
  • 208 funds tracked by Wall St. Rank held Triumph Group as of Q1 2017.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2017, filed 4 May 2017.