LWA
TGI

Lenox Wealth Advisors’s Triumph Group TGI Stock Holding History

Lenox Wealth 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
2016
Q1 		– Sell
-20
Closed -$1K – 402
2015
Q4 		$1K Buy
+20
New +$808 ﹤0.01% 434
2014
Q1 		– Sell
-28
Closed -$2K – 321
2013
Q4 		$2K Buy
+28
New +$2.03K ﹤0.01% 322

Other funds holding TGI

AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $481B AUM 30.42% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lenox Wealth Advisors's TGI Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Triumph Group (TGI) in Q1 2016, closing a stake of 20 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in TGI in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 211 funds tracked by Wall St. Rank hold TGI as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Triumph Group position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 20 Triumph Group shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Triumph Group in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Triumph Group position peaked at $2K in Q4 2013.
  • 211 funds tracked by Wall St. Rank held Triumph Group as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.