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MYCIO Wealth Partners’s TransDigm Group TDG Stock Holding History

MYCIO Wealth Partners’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 		– Sell
-25
Closed -$7K – 601
2016
Q3 		$7K Buy
+25
New +$7.02K ﹤0.01% 615
2015
Q1 		– Sell
-125
Closed -$25K – 693
2014
Q4 		$25K Buy
+125
New +$23.6K 0.01% 367

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 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

MYCIO Wealth Partners's TDG Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of TransDigm Group (TDG) in Q4 2016, closing a stake of 25 shares — an estimated $7K sold.

MYCIO Wealth Partners first reported a position in TDG in Q4 2014 and held it in 2 quarters. The position peaked at $25K in Q4 2014. 425 funds tracked by Wall St. Rank hold TDG as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining TransDigm Group position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 25 TransDigm Group shares in Q4 2016, an estimated $7K.
  • MYCIO Wealth Partners first reported a position in TransDigm Group in Q4 2014 and held it in 2 quarters.
  • MYCIO Wealth Partners's TransDigm Group position peaked at $25K in Q4 2014.
  • 425 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.