OIA
TGI

Optimum Investment Advisors’s Triumph Group TGI Stock Holding History

Optimum Investment 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
2015
Q1 		– Sell
-1,418
Closed -$95K – 995
2014
Q4 		$95K Hold
1,418
– – 0.03% 379
2014
Q3 		$92K Buy
+1,418
New +$94.9K 0.03% 363

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimum Investment Advisors's TGI Position: Q1 2015 in Review

Optimum Investment Advisors sold out of Triumph Group (TGI) in Q1 2015, closing a stake of 1,418 shares — an estimated $95K sold.

Optimum Investment Advisors first reported a position in TGI in Q3 2014 and held it in 2 quarters. The position peaked at $95K in Q4 2014. 249 funds tracked by Wall St. Rank hold TGI as of Q1 2015.

  • Optimum Investment Advisors reported no remaining Triumph Group position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,418 Triumph Group shares in Q1 2015, an estimated $95K.
  • Optimum Investment Advisors first reported a position in Triumph Group in Q3 2014 and held it in 2 quarters.
  • Optimum Investment Advisors's Triumph Group position peaked at $95K in Q4 2014.
  • 249 funds tracked by Wall St. Rank held Triumph Group as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.