BCA
TGI

Berman Capital Advisors’s Triumph Group TGI Stock Holding History

Berman Capital Advisors’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
2020
Q1 		– Sell
-45
Closed -$1K – 1659
2019
Q4 		$1K Buy
+45
New +$1.12K ﹤0.01% 1387

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Berman Capital Advisors's TGI Position: Q1 2020 in Review

Berman Capital Advisors sold out of Triumph Group (TGI) in Q1 2020, closing a stake of 45 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in TGI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 161 funds tracked by Wall St. Rank hold TGI as of Q1 2020.

  • Berman Capital Advisors reported no remaining Triumph Group position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 45 Triumph Group shares in Q1 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in Triumph Group in Q4 2019 and held it in 1 quarter.
  • Berman Capital Advisors's Triumph Group position peaked at $1K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held Triumph Group as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.