IWMPD
TGI

Integrated Wealth Management (Palm Desert)’s Triumph Group TGI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-100
Closed -$3K – 921
2016
Q3 		$3K Hold
100
– – ﹤0.01% 1019
2016
Q2 		$4K Hold
100
– – ﹤0.01% 972
2016
Q1 		$3K Hold
100
– – ﹤0.01% 954
2015
Q4 		$4K Hold
100
– – ﹤0.01% 984
2015
Q3 		$4K Sell
100
-70
-41% -$3.75K ﹤0.01% 994
2015
Q2 		$11K Buy
170
+70
+70% +$4.54K ﹤0.01% 775
2015
Q1 		$5K Buy
+100
New +$6.01K ﹤0.01% 941

Other funds holding TGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TGI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Triumph Group (TGI) in Q4 2016, closing a stake of 100 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TGI in Q1 2015 and held it in 7 quarters. The position peaked at $11K in Q2 2015. 210 funds tracked by Wall St. Rank hold TGI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Triumph Group position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Triumph Group shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Triumph Group in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Triumph Group position peaked at $11K in Q2 2015.
  • 210 funds tracked by Wall St. Rank held Triumph Group as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.