GGPS
TGI

Gary Goldberg Planning Services’s Triumph Group TGI Stock Holding History

Gary Goldberg Planning Services’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
Q2 		– Sell
-3
Closed – – 461
2014
Q1 		$0 Buy
+3
New +$205 ﹤0.01% 444

Other funds holding TGI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return

Gary Goldberg Planning Services's TGI Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Triumph Group (TGI) in Q2 2014, closing a stake of 3 shares.

Gary Goldberg Planning Services first reported a position in TGI in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 261 funds tracked by Wall St. Rank hold TGI as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Triumph Group position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 3 Triumph Group shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Triumph Group in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Triumph Group position peaked at $0 in Q1 2014.
  • 261 funds tracked by Wall St. Rank held Triumph Group as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.