Edmond de Rothschild Holding’s Triumph Group TGI Stock Holding History

Edmond de Rothschild Holding’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
2017 Q3	–	Sell	-5,000	Closed	-$158K	–	852
2017 Q2	$158K	Sell	5,000 -10,000	-67%	-$278K	﹤0.01%	508
2017 Q1	$386K	Hold	15,000	–	–	0.01%	414
2016 Q4	$398K	Buy	15,000 +3,000	+25%	+$79.8K	0.01%	401
2016 Q3	$335K	Hold	12,000	–	–	0.01%	449
2016 Q2	$426K	Buy	+12,000	New	+$434K	0.01%	400
2015 Q3	–	Sell	-13,470	Closed	-$889K	–	872
2015 Q2	$889K	Buy	+13,470	New	+$873K	0.02%	302

Other funds holding TGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edmond de Rothschild Holding's TGI Position: Q3 2017 in Review

Edmond de Rothschild Holding sold out of Triumph Group (TGI) in Q3 2017, closing a stake of 5,000 shares — an estimated $158K sold.

Edmond de Rothschild Holding first reported a position in TGI in Q2 2015 and held it in 6 quarters. The position peaked at $889K in Q2 2015. 195 funds tracked by Wall St. Rank hold TGI as of Q3 2017.

Edmond de Rothschild Holding reported no remaining Triumph Group position as of Q3 2017 after selling out during the quarter.
Edmond de Rothschild Holding sold 5,000 Triumph Group shares in Q3 2017, an estimated $158K.
Edmond de Rothschild Holding first reported a position in Triumph Group in Q2 2015 and held it in 6 quarters.
Edmond de Rothschild Holding's Triumph Group position peaked at $889K in Q2 2015.
195 funds tracked by Wall St. Rank held Triumph Group as of Q3 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2017, filed 13 Nov 2017.