MFS
TGI

MSI Financial Services’s Triumph Group TGI Stock Holding History

MSI Financial Services’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 		$9K Sell
327
-700
-68% -$18.6K ﹤0.01% 2869
2016
Q3 		$29K Sell
1,027
-100
-9% -$3.23K ﹤0.01% 2153
2016
Q2 		$40K Buy
1,127
+936
+490% +$33.9K ﹤0.01% 1936
2016
Q1 		$6K Sell
191
-306
-62% -$9.29K ﹤0.01% 3088
2015
Q4 		$20K Buy
497
+367
+282% +$14.8K ﹤0.01% 2319
2015
Q3 		$5K Sell
130
-34
-21% -$1.82K ﹤0.01% 2422
2015
Q2 		$11K Sell
164
-262
-62% -$17K ﹤0.01% 2089
2015
Q1 		$25K Sell
426
-329
-44% -$19.8K ﹤0.01% 1698
2014
Q4 		$51K Sell
755
-23
-3% -$1.51K 0.01% 1073
2014
Q3 		$51K Buy
778
+502
+182% +$33.6K 0.01% 1085
2014
Q2 		$19K Hold
276
– – ﹤0.01% 1513
2014
Q1 		$18K Hold
276
– – ﹤0.01% 1481
2013
Q4 		$21K Sell
276
-110
-28% -$7.98K ﹤0.01% 1379
2013
Q3 		$27K Sell
386
-176
-31% -$13.6K ﹤0.01% 1099
2013
Q2 		$44K Buy
+562
New +$43.5K 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 $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

MSI Financial Services's TGI Position: Q4 2016 in Review

MSI Financial Services reduced its Triumph Group (TGI) stake by 68% in Q4 2016, selling an estimated $18.6K and leaving 327 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

MSI Financial Services first reported a position in TGI in Q2 2013 and has held it in 15 quarters since. The position peaked at $51K in Q4 2014. 211 funds tracked by Wall St. Rank hold TGI as of Q4 2016.

  • MSI Financial Services held 327 shares of Triumph Group worth $9K as of Q4 2016.
  • MSI Financial Services sold 700 Triumph Group shares in Q4 2016, an estimated $18.6K.
  • Triumph Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2869 holding.
  • MSI Financial Services first reported a position in Triumph Group in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Triumph Group position peaked at $51K in Q4 2014.
  • 211 funds tracked by Wall St. Rank held Triumph Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.