FMA
TGI

Fiduciary Management Associates’s Triumph Group TGI Stock Holding History

Fiduciary Management Associates’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
Q1 		– Sell
-489,283
Closed -$19.5M – 117
2015
Q4 		$19.5M Buy
489,283
+110,390
+29% +$4.46M 1.14% 56
2015
Q3 		$15.9M Buy
378,893
+72,105
+24% +$3.86M 1.04% 61
2015
Q2 		$20.2M Buy
+306,788
New +$19.9M 1.19% 53
2013
Q3 		– Sell
-7,800
Closed -$617K – 137
2013
Q2 		$617K Buy
+7,800
New +$604K 0.05% 95

Other funds holding TGI

AIM
Atlantic Investment Management New York $172M AUM 39.5% 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
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Fiduciary Management Associates's TGI Position: Q1 2016 in Review

Fiduciary Management Associates sold out of Triumph Group (TGI) in Q1 2016, closing a stake of 489,283 shares — an estimated $19.5M sold.

Fiduciary Management Associates first reported a position in TGI in Q2 2013 and held it in 4 quarters. The position peaked at $20.2M in Q2 2015. 211 funds tracked by Wall St. Rank hold TGI as of Q1 2016.

  • Fiduciary Management Associates reported no remaining Triumph Group position as of Q1 2016 after selling out during the quarter.
  • Fiduciary Management Associates sold 489,283 Triumph Group shares in Q1 2016, an estimated $19.5M.
  • Fiduciary Management Associates first reported a position in Triumph Group in Q2 2013 and held it in 4 quarters.
  • Fiduciary Management Associates's Triumph Group position peaked at $20.2M in Q2 2015.
  • 211 funds tracked by Wall St. Rank held Triumph Group as of Q1 2016.

Based on Fiduciary Management Associates's 13F filing for Q1 2016, filed 4 May 2016.