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IBEX Wealth Advisors’s TransDigm Group TDG Stock Holding History

IBEX Wealth Advisors’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-116
Closed -$56K – 359
2019
Q2 		$56K Buy
+116
New +$54.3K 0.02% 209

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

IBEX Wealth Advisors's TDG Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of TransDigm Group (TDG) in Q3 2019, closing a stake of 116 shares — an estimated $56K sold.

IBEX Wealth Advisors first reported a position in TDG in Q2 2019 and held it in 1 quarter. The position peaked at $56K in Q2 2019. 548 funds tracked by Wall St. Rank hold TDG as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining TransDigm Group position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 116 TransDigm Group shares in Q3 2019, an estimated $56K.
  • IBEX Wealth Advisors first reported a position in TransDigm Group in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's TransDigm Group position peaked at $56K in Q2 2019.
  • 548 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.