KFA
TGI

Kelleher Financial Advisors’s Triumph Group TGI Stock Holding History

Kelleher Financial Advisors’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
2017
Q2 		– Sell
-9,312
Closed -$240K – 90
2017
Q1 		$240K Buy
9,312
+71
+0.8% +$1.86K 0.51% 65
2016
Q4 		$245K Buy
9,241
+6,871
+290% +$183K 0.14% 113
2016
Q3 		$66K Buy
+2,370
New +$76.5K 0.04% 134
2016
Q2 		– Sell
-14,911
Closed -$469K – 200
2016
Q1 		$469K Buy
+14,911
New +$453K 0.26% 85

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kelleher Financial Advisors's TGI Position: Q2 2017 in Review

Kelleher Financial Advisors sold out of Triumph Group (TGI) in Q2 2017, closing a stake of 9,312 shares — an estimated $240K sold.

Kelleher Financial Advisors first reported a position in TGI in Q1 2016 and held it in 4 quarters. The position peaked at $469K in Q1 2016. 217 funds tracked by Wall St. Rank hold TGI as of Q2 2017.

  • Kelleher Financial Advisors reported no remaining Triumph Group position as of Q2 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 9,312 Triumph Group shares in Q2 2017, an estimated $240K.
  • Kelleher Financial Advisors first reported a position in Triumph Group in Q1 2016 and held it in 4 quarters.
  • Kelleher Financial Advisors's Triumph Group position peaked at $469K in Q1 2016.
  • 217 funds tracked by Wall St. Rank held Triumph Group as of Q2 2017.

Based on Kelleher Financial Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.