Kanaly Trust’s TransDigm Group TDG Stock Holding History

Kanaly Trust’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
2016 Q4	$1K	Hold	4	–	–	﹤0.01%	891
2016 Q3	$1K	Hold	4	–	–	﹤0.01%	876
2016 Q2	$1K	Buy	+4	New	+$977	﹤0.01%	869

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Kanaly Trust's TDG Position: Q4 2016 in Review

Kanaly Trust held its TransDigm Group (TDG) position steady in Q4 2016 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Kanaly Trust first reported a position in TDG in Q2 2016 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold TDG as of Q4 2016.

Kanaly Trust held 4 shares of TransDigm Group worth $1K as of Q4 2016.
Kanaly Trust left its TransDigm Group share count unchanged in Q4 2016.
TransDigm Group made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #891 holding.
Kanaly Trust first reported a position in TransDigm Group in Q2 2016 and has held it in 3 quarters since.
426 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.