GWM
TGI

Gupta Wealth Management’s Triumph Group TGI Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-420
Closed -$17K – 1277
2015
Q4 		$17K Buy
+420
New +$17K ﹤0.01% 715

Other funds holding TGI

AIM
Atlantic Investment Management New York $192M AUM 37.41% 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 $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 16.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gupta Wealth Management's TGI Position: Q1 2016 in Review

Gupta Wealth Management sold out of Triumph Group (TGI) in Q1 2016, closing a stake of 420 shares — an estimated $17K sold.

Gupta Wealth Management first reported a position in TGI in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 211 funds tracked by Wall St. Rank hold TGI as of Q1 2016.

  • Gupta Wealth Management reported no remaining Triumph Group position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 420 Triumph Group shares in Q1 2016, an estimated $17K.
  • Gupta Wealth Management first reported a position in Triumph Group in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Triumph Group position peaked at $17K in Q4 2015.
  • 211 funds tracked by Wall St. Rank held Triumph Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.