Burney Company
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Burney Company’s Triumph Group TGI Stock Holding History

Burney 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
2015
Q4 		– Sell
-7,320
Closed -$308K – 391
2015
Q3 		$308K Buy
7,320
+1,165
+19% +$62.3K 0.02% 299
2015
Q2 		$406K Buy
+6,155
New +$399K 0.03% 297

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Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Burney Company's TGI Position: Q4 2015 in Review

Burney Company sold out of Triumph Group (TGI) in Q4 2015, closing a stake of 7,320 shares — an estimated $308K sold.

Burney Company first reported a position in TGI in Q2 2015 and held it in 2 quarters. The position peaked at $406K in Q2 2015. 225 funds tracked by Wall St. Rank hold TGI as of Q4 2015.

  • Burney Company reported no remaining Triumph Group position as of Q4 2015 after selling out during the quarter.
  • Burney Company sold 7,320 Triumph Group shares in Q4 2015, an estimated $308K.
  • Burney Company first reported a position in Triumph Group in Q2 2015 and held it in 2 quarters.
  • Burney Company's Triumph Group position peaked at $406K in Q2 2015.
  • 225 funds tracked by Wall St. Rank held Triumph Group as of Q4 2015.

Based on Burney Company's 13F filing for Q4 2015, filed 9 Feb 2016.