LA
TGI

Lucus Advisors’s Triumph Group TGI Stock Holding History

Lucus 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
2018
Q1 		– Sell
-12,413
Closed -$338K – 258
2017
Q4 		$338K Buy
12,413
+897
+8% +$26.9K 0.49% 63
2017
Q3 		$343K Sell
11,516
-12
-0.1% -$343 0.48% 168
2017
Q2 		$364K Buy
+11,528
New +$321K 0.49% 23
2016
Q4 		– Sell
-14,360
Closed -$400K – 162
2016
Q3 		$400K Buy
+14,360
New +$464K 0.34% 48

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return

Lucus Advisors's TGI Position: Q1 2018 in Review

Lucus Advisors sold out of Triumph Group (TGI) in Q1 2018, closing a stake of 12,413 shares — an estimated $338K sold.

Lucus Advisors first reported a position in TGI in Q3 2016 and held it in 4 quarters. The position peaked at $400K in Q3 2016. 202 funds tracked by Wall St. Rank hold TGI as of Q1 2018.

  • Lucus Advisors reported no remaining Triumph Group position as of Q1 2018 after selling out during the quarter.
  • Lucus Advisors sold 12,413 Triumph Group shares in Q1 2018, an estimated $338K.
  • Lucus Advisors first reported a position in Triumph Group in Q3 2016 and held it in 4 quarters.
  • Lucus Advisors's Triumph Group position peaked at $400K in Q3 2016.
  • 202 funds tracked by Wall St. Rank held Triumph Group as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.