EDRS
TGI

Edmond de Rothschild (Suisse)’s Triumph Group TGI Stock Holding History

Edmond de Rothschild (Suisse)’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
2016
Q3 		$335K Hold
12,000
– – 0.1% 169
2016
Q2 		$426K Buy
+12,000
New +$434K 0.14% 126
2015
Q3 		– Sell
-12,000
Closed -$792K – 461
2015
Q2 		$792K Buy
+12,000
New +$778K 0.25% 86

Other funds holding TGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s TGI Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) held its Triumph Group (TGI) position steady in Q3 2016 at 12,000 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #169.

Edmond de Rothschild (Suisse) first reported a position in TGI in Q2 2015 and has held it in 3 quarters since. The position peaked at $792K in Q2 2015. 205 funds tracked by Wall St. Rank hold TGI as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 12,000 shares of Triumph Group worth $335K as of Q3 2016.
  • Edmond de Rothschild (Suisse) left its Triumph Group share count unchanged in Q3 2016.
  • Triumph Group made up 0.1% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #169 holding.
  • Edmond de Rothschild (Suisse) first reported a position in Triumph Group in Q2 2015 and has held it in 3 quarters since.
  • Edmond de Rothschild (Suisse)'s Triumph Group position peaked at $792K in Q2 2015.
  • 205 funds tracked by Wall St. Rank held Triumph Group as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.