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Broadview Advisors’s Triumph Group TGI Stock Holding History

Broadview 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
2014
Q3 		– Sell
-41,050
Closed -$2.87M – 93
2014
Q2 		$2.87M Sell
41,050
-33,175
-45% -$2.24M 0.28% 77
2014
Q1 		$4.79M Sell
74,225
-67,750
-48% -$4.64M 0.48% 71
2013
Q4 		$10.8M Buy
+141,975
New +$10.3M 1.17% 40

Other funds holding TGI

AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
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
OCM
Osterweis Capital Management San Francisco, California $2.12B AUM 32.36% 1-Year Est. Return

Broadview Advisors's TGI Position: Q3 2014 in Review

Broadview Advisors sold out of Triumph Group (TGI) in Q3 2014, closing a stake of 41,050 shares — an estimated $2.87M sold.

Broadview Advisors first reported a position in TGI in Q4 2013 and held it in 3 quarters. The position peaked at $10.8M in Q4 2013. 248 funds tracked by Wall St. Rank hold TGI as of Q3 2014.

  • Broadview Advisors reported no remaining Triumph Group position as of Q3 2014 after selling out during the quarter.
  • Broadview Advisors sold 41,050 Triumph Group shares in Q3 2014, an estimated $2.87M.
  • Broadview Advisors first reported a position in Triumph Group in Q4 2013 and held it in 3 quarters.
  • Broadview Advisors's Triumph Group position peaked at $10.8M in Q4 2013.
  • 248 funds tracked by Wall St. Rank held Triumph Group as of Q3 2014.

Based on Broadview Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.