PFA
TGI

Pathway Financial Advisors’s Triumph Group TGI Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-745
Closed -$15K – 354
2018
Q2 		$15K Hold
745
– – 0.01% 354
2018
Q1 		$19K Hold
745
– – 0.01% 350
2017
Q4 		$20K Buy
+745
New +$22.3K 0.01% 353

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Pathway Financial Advisors's TGI Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Triumph Group (TGI) in Q3 2018, closing a stake of 745 shares — an estimated $15K sold.

Pathway Financial Advisors first reported a position in TGI in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 170 funds tracked by Wall St. Rank hold TGI as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Triumph Group position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 745 Triumph Group shares in Q3 2018, an estimated $15K.
  • Pathway Financial Advisors first reported a position in Triumph Group in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Triumph Group position peaked at $20K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held Triumph Group as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.