Pathstone Family Office
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Pathstone Family Office’s Triumph Group TGI Stock Holding History

Pathstone Family Office’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
Q3 		– Sell
-200
Closed -$13K – 177
2015
Q2 		$13K Buy
+200
New +$13K 0.02% 83

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SCM
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Dimensional Fund Advisors
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BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pathstone Family Office's TGI Position: Q3 2015 in Review

Pathstone Family Office sold out of Triumph Group (TGI) in Q3 2015, closing a stake of 200 shares — an estimated $13K sold.

Pathstone Family Office first reported a position in TGI in Q2 2015 and held it in 1 quarter. The position peaked at $13K in Q2 2015. 249 funds tracked by Wall St. Rank hold TGI as of Q3 2015.

  • Pathstone Family Office reported no remaining Triumph Group position as of Q3 2015 after selling out during the quarter.
  • Pathstone Family Office sold 200 Triumph Group shares in Q3 2015, an estimated $13K.
  • Pathstone Family Office first reported a position in Triumph Group in Q2 2015 and held it in 1 quarter.
  • Pathstone Family Office's Triumph Group position peaked at $13K in Q2 2015.
  • 249 funds tracked by Wall St. Rank held Triumph Group as of Q3 2015.

Based on Pathstone Family Office's 13F filing for Q3 2015, filed 3 Nov 2015.