Commonwealth Equity Services
TGI

Commonwealth Equity Services’s Triumph Group TGI Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-5,551
Closed -$366K – 2225
2015
Q2 		$366K Sell
5,551
-986
-15% -$63.9K ﹤0.01% 1519
2015
Q1 		$390K Sell
6,537
-579
-8% -$34.8K ﹤0.01% 1470
2014
Q4 		$478K Buy
7,116
+1,642
+30% +$108K 0.01% 1309
2014
Q3 		$356K Buy
+5,474
New +$366K ﹤0.01% 1446
2013
Q3 		– Sell
-7,004
Closed -$554K – 1925
2013
Q2 		$554K Buy
+7,004
New +$542K 0.01% 966

Other funds holding TGI

AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return

Commonwealth Equity Services's TGI Position: Q3 2015 in Review

Commonwealth Equity Services sold out of Triumph Group (TGI) in Q3 2015, closing a stake of 5,551 shares — an estimated $366K sold.

Commonwealth Equity Services first reported a position in TGI in Q2 2013 and held it in 5 quarters. The position peaked at $554K in Q2 2013. 249 funds tracked by Wall St. Rank hold TGI as of Q3 2015.

  • Commonwealth Equity Services reported no remaining Triumph Group position as of Q3 2015 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,551 Triumph Group shares in Q3 2015, an estimated $366K.
  • Commonwealth Equity Services first reported a position in Triumph Group in Q2 2013 and held it in 5 quarters.
  • Commonwealth Equity Services's Triumph Group position peaked at $554K in Q2 2013.
  • 249 funds tracked by Wall St. Rank held Triumph Group as of Q3 2015.

Based on Commonwealth Equity Services's 13F filing for Q3 2015, filed 27 Oct 2015.