HL Financial Services
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HL Financial Services’s Triumph Group TGI Stock Holding History

HL Financial 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
Q3 		– Sell
-2,981
Closed -$208K – 698
2014
Q2 		$208K Buy
+2,981
New +$201K 0.01% 648
2014
Q1 		– Sell
-8,747
Closed -$665K – 675
2013
Q4 		$665K Sell
8,747
-20,567
-70% -$1.49M 0.02% 323
2013
Q3 		$2.06M Buy
29,314
+8,142
+38% +$628K 0.07% 173
2013
Q2 		$1.68M Buy
+21,172
New +$1.64M 0.06% 180

Other funds holding TGI

AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
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 $3.38T AUM 44.17% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $2.12B AUM 32.36% 1-Year Est. Return

HL Financial Services's TGI Position: Q3 2014 in Review

HL Financial Services sold out of Triumph Group (TGI) in Q3 2014, closing a stake of 2,981 shares — an estimated $208K sold.

HL Financial Services first reported a position in TGI in Q2 2013 and held it in 4 quarters. The position peaked at $2.06M in Q3 2013. 248 funds tracked by Wall St. Rank hold TGI as of Q3 2014.

  • HL Financial Services reported no remaining Triumph Group position as of Q3 2014 after selling out during the quarter.
  • HL Financial Services sold 2,981 Triumph Group shares in Q3 2014, an estimated $208K.
  • HL Financial Services first reported a position in Triumph Group in Q2 2013 and held it in 4 quarters.
  • HL Financial Services's Triumph Group position peaked at $2.06M in Q3 2013.
  • 248 funds tracked by Wall St. Rank held Triumph Group as of Q3 2014.

Based on HL Financial Services's 13F filing for Q3 2014, filed 27 Oct 2014.