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First Heartland Consultants’s Triumph Group TGI Stock Holding History

First Heartland Consultants’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
Q4 		– Sell
-44,400
Closed -$1.32M – 328
2017
Q3 		$1.32M Hold
44,400
– – 0.32% 88
2017
Q2 		$1.4M Buy
44,400
+7,400
+20% +$206K 0.36% 70
2017
Q1 		$953K Buy
+37,000
New +$969K 0.27% 111

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

First Heartland Consultants's TGI Position: Q4 2017 in Review

First Heartland Consultants sold out of Triumph Group (TGI) in Q4 2017, closing a stake of 44,400 shares — an estimated $1.32M sold.

First Heartland Consultants first reported a position in TGI in Q1 2017 and held it in 3 quarters. The position peaked at $1.4M in Q2 2017. 212 funds tracked by Wall St. Rank hold TGI as of Q4 2017.

  • First Heartland Consultants reported no remaining Triumph Group position as of Q4 2017 after selling out during the quarter.
  • First Heartland Consultants sold 44,400 Triumph Group shares in Q4 2017, an estimated $1.32M.
  • First Heartland Consultants first reported a position in Triumph Group in Q1 2017 and held it in 3 quarters.
  • First Heartland Consultants's Triumph Group position peaked at $1.4M in Q2 2017.
  • 212 funds tracked by Wall St. Rank held Triumph Group as of Q4 2017.

Based on First Heartland Consultants's 13F filing for Q4 2017, filed 26 Feb 2018.