Omnia Family Wealth’s TransDigm Group TDG Stock Holding History

Omnia Family Wealth’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
2017 Q1	–	Sell	-5	Closed	-$1K	–	771
2016 Q4	$1K	Buy	+5	New	+$1.31K	﹤0.01%	710

Other funds holding TDG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Omnia Family Wealth's TDG Position: Q1 2017 in Review

Omnia Family Wealth sold out of TransDigm Group (TDG) in Q1 2017, closing a stake of 5 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in TDG in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 409 funds tracked by Wall St. Rank hold TDG as of Q1 2017.

Omnia Family Wealth reported no remaining TransDigm Group position as of Q1 2017 after selling out during the quarter.
Omnia Family Wealth sold 5 TransDigm Group shares in Q1 2017, an estimated $1K.
Omnia Family Wealth first reported a position in TransDigm Group in Q4 2016 and held it in 1 quarter.
Omnia Family Wealth's TransDigm Group position peaked at $1K in Q4 2016.
409 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.