BKS Advisors’s Triumph Group TGI Stock Holding History

BKS 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
2016 Q4	–	Sell	-3,665	Closed	-$102K	–	239
2016 Q3	$102K	Buy	+3,665	New	+$118K	0.05%	229

Other funds holding TGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AIM

Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BKS Advisors's TGI Position: Q4 2016 in Review

BKS Advisors sold out of Triumph Group (TGI) in Q4 2016, closing a stake of 3,665 shares — an estimated $102K sold.

BKS Advisors first reported a position in TGI in Q3 2016 and held it in 1 quarter. The position peaked at $102K in Q3 2016. 211 funds tracked by Wall St. Rank hold TGI as of Q4 2016.

BKS Advisors reported no remaining Triumph Group position as of Q4 2016 after selling out during the quarter.
BKS Advisors sold 3,665 Triumph Group shares in Q4 2016, an estimated $102K.
BKS Advisors first reported a position in Triumph Group in Q3 2016 and held it in 1 quarter.
BKS Advisors's Triumph Group position peaked at $102K in Q3 2016.
211 funds tracked by Wall St. Rank held Triumph Group as of Q4 2016.

Based on BKS Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.