IPC
TGI

Independent Portfolio Consultants’s Triumph Group TGI Stock Holding History

Independent Portfolio Consultants’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
-610
Closed -$43K – 941
2014
Q2 		$43K Buy
+610
New +$41.1K 0.01% 661

Other funds holding TGI

AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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 $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Portfolio Consultants's TGI Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of Triumph Group (TGI) in Q3 2014, closing a stake of 610 shares — an estimated $43K sold.

Independent Portfolio Consultants first reported a position in TGI in Q2 2014 and held it in 1 quarter. The position peaked at $43K in Q2 2014. 248 funds tracked by Wall St. Rank hold TGI as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining Triumph Group position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 610 Triumph Group shares in Q3 2014, an estimated $43K.
  • Independent Portfolio Consultants first reported a position in Triumph Group in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Triumph Group position peaked at $43K in Q2 2014.
  • 248 funds tracked by Wall St. Rank held Triumph Group as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.