FIM
TGI

Freedom Investment Management’s Triumph Group TGI Stock Holding History

Freedom Investment Management’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
2014
Q1 		– Sell
-4,495
Closed -$342K – 470
2013
Q4 		$342K Buy
4,495
+576
+15% +$41.8K 0.08% 256
2013
Q3 		$275K Buy
3,919
+621
+19% +$47.9K 0.08% 245
2013
Q2 		$261K Buy
+3,298
New +$255K 0.09% 211

Other funds holding TGI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Freedom Investment Management's TGI Position: Q1 2014 in Review

Freedom Investment Management sold out of Triumph Group (TGI) in Q1 2014, closing a stake of 4,495 shares — an estimated $342K sold.

Freedom Investment Management first reported a position in TGI in Q2 2013 and held it in 3 quarters. The position peaked at $342K in Q4 2013. 260 funds tracked by Wall St. Rank hold TGI as of Q1 2014.

  • Freedom Investment Management reported no remaining Triumph Group position as of Q1 2014 after selling out during the quarter.
  • Freedom Investment Management sold 4,495 Triumph Group shares in Q1 2014, an estimated $342K.
  • Freedom Investment Management first reported a position in Triumph Group in Q2 2013 and held it in 3 quarters.
  • Freedom Investment Management's Triumph Group position peaked at $342K in Q4 2013.
  • 260 funds tracked by Wall St. Rank held Triumph Group as of Q1 2014.

Based on Freedom Investment Management's 13F filing for Q1 2014, filed 14 May 2014.