FMA Advisory’s Triumph Group TGI Stock Holding History

FMA Advisory’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 Q2	$13K	Buy	+200	New	+$13K	0.01%	269
2014 Q4	$1.94M	Buy	28,818 +902	+3%	+$59.3K	0.68%	57
2014 Q3	$1.82M	Buy	27,916 +3,007	+12%	+$201K	0.67%	60
2014 Q2	$1.74M	Buy	24,909 +3,271	+15%	+$221K	0.64%	60
2014 Q1	$1.4M	Buy	21,638 +5,482	+34%	+$375K	0.55%	72
2013 Q4	$1.23M	Buy	16,156 +1	+0%	+$73	0.5%	82
2013 Q3	$1.13M	Buy	16,155 +151	+0.9%	+$11.6K	0.45%	82
2013 Q2	$1.27M	Buy	+16,004	New	+$1.24M	0.53%	65

Other funds holding TGI

AIM

Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return

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

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FMA Advisory's TGI Position: Q2 2015 in Review

FMA Advisory opened a new position in Triumph Group (TGI) in Q2 2015: 200 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: FMA Advisory previously reported a position in TGI as recently as Q4 2014.

FMA Advisory first reported a position in TGI in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.94M in Q4 2014. 270 funds tracked by Wall St. Rank hold TGI as of Q2 2015.

FMA Advisory held 200 shares of Triumph Group worth $13K as of Q2 2015.
Triumph Group was a new FMA Advisory position in Q2 2015.
Triumph Group made up 0.01% of FMA Advisory's portfolio in Q2 2015, its #269 holding.
FMA Advisory first reported a position in Triumph Group in Q2 2013 and has held it in 8 quarters since.
FMA Advisory's Triumph Group position peaked at $1.94M in Q4 2014.
270 funds tracked by Wall St. Rank held Triumph Group as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.