CWM
TGI

Cabot Wealth Management’s Triumph Group TGI Stock Holding History

Cabot Wealth Management’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
2013
Q3 		– Sell
-15,292
Closed -$1.21M – 180
2013
Q2 		$1.21M Buy
+15,292
New +$1.18M 0.42% 88

Other funds holding TGI

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

Cabot Wealth Management's TGI Position: Q3 2013 in Review

Cabot Wealth Management sold out of Triumph Group (TGI) in Q3 2013, closing a stake of 15,292 shares — an estimated $1.21M sold.

Cabot Wealth Management first reported a position in TGI in Q2 2013 and held it in 1 quarter. The position peaked at $1.21M in Q2 2013. 287 funds tracked by Wall St. Rank hold TGI as of Q3 2013.

  • Cabot Wealth Management reported no remaining Triumph Group position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 15,292 Triumph Group shares in Q3 2013, an estimated $1.21M.
  • Cabot Wealth Management first reported a position in Triumph Group in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's Triumph Group position peaked at $1.21M in Q2 2013.
  • 287 funds tracked by Wall St. Rank held Triumph Group as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.