HHGA
TGI

Halbert Hargrove Global Advisors’s Triumph Group TGI Stock Holding History

Halbert Hargrove Global Advisors’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
Q3 		– Sell
-3,378
Closed -$223K – 156
2015
Q2 		$223K Buy
+3,378
New +$219K 0.05% 165

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Halbert Hargrove Global Advisors's TGI Position: Q3 2015 in Review

Halbert Hargrove Global Advisors sold out of Triumph Group (TGI) in Q3 2015, closing a stake of 3,378 shares — an estimated $223K sold.

Halbert Hargrove Global Advisors first reported a position in TGI in Q2 2015 and held it in 1 quarter. The position peaked at $223K in Q2 2015. 249 funds tracked by Wall St. Rank hold TGI as of Q3 2015.

  • Halbert Hargrove Global Advisors reported no remaining Triumph Group position as of Q3 2015 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 3,378 Triumph Group shares in Q3 2015, an estimated $223K.
  • Halbert Hargrove Global Advisors first reported a position in Triumph Group in Q2 2015 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Triumph Group position peaked at $223K in Q2 2015.
  • 249 funds tracked by Wall St. Rank held Triumph Group as of Q3 2015.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.