HR
TGI

Howe & Rusling’s Triumph Group TGI Stock Holding History

Howe & Rusling’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
-55
Closed -$2K – 1060
2015
Q4 		$2K Hold
55
– – ﹤0.01% 850
2015
Q3 		$2K Hold
55
– – ﹤0.01% 845
2015
Q2 		$4K Hold
55
– – ﹤0.01% 721
2015
Q1 		$3K Hold
55
– – ﹤0.01% 727
2014
Q4 		$4K Hold
55
– – ﹤0.01% 672
2014
Q3 		$4K Buy
+55
New +$3.68K ﹤0.01% 658

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

Howe & Rusling's TGI Position: Q1 2016 in Review

Howe & Rusling sold out of Triumph Group (TGI) in Q1 2016, closing a stake of 55 shares — an estimated $2K sold.

Howe & Rusling first reported a position in TGI in Q3 2014 and held it in 6 quarters. The position peaked at $4K in Q2 2015. 211 funds tracked by Wall St. Rank hold TGI as of Q1 2016.

  • Howe & Rusling reported no remaining Triumph Group position as of Q1 2016 after selling out during the quarter.
  • Howe & Rusling sold 55 Triumph Group shares in Q1 2016, an estimated $2K.
  • Howe & Rusling first reported a position in Triumph Group in Q3 2014 and held it in 6 quarters.
  • Howe & Rusling's Triumph Group position peaked at $4K in Q2 2015.
  • 211 funds tracked by Wall St. Rank held Triumph Group as of Q1 2016.

Based on Howe & Rusling's 13F filing for Q1 2016, filed 16 May 2016.