Personal Capital Advisors’s Triumph Group TGI Stock Holding History

Personal Capital 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
2020 Q1	–	Sell	-274,099	Closed	-$6.93M	–	400
2019 Q4	$6.93M	Buy	274,099 +26,539	+11%	+$659K	0.06%	141
2019 Q3	$5.66M	Buy	247,560 +20,383	+9%	+$466K	0.05%	144
2019 Q2	$5.2M	Buy	227,177 +31,742	+16%	+$682K	0.05%	143
2019 Q1	$3.73M	Buy	195,435 +91,915	+89%	+$1.73M	0.04%	150
2018 Q4	$1.19M	Sell	103,520 -50,084	-33%	-$870K	0.02%	189
2018 Q3	$3.58M	Sell	153,604 -1,063	-0.7%	-$22.2K	0.05%	149
2018 Q2	$3.03M	Buy	154,667 +40,593	+36%	+$940K	0.04%	147
2018 Q1	$2.88M	Buy	114,074 +30,650	+37%	+$834K	0.04%	142
2017 Q4	$2.27M	Buy	83,424 +4,374	+6%	+$131K	0.04%	153
2017 Q3	$2.35M	Buy	79,050 +10,873	+16%	+$310K	0.05%	148
2017 Q2	$2.15M	Buy	68,177 +1,495	+2%	+$41.6K	0.05%	150
2017 Q1	$1.67M	Sell	66,682 -235,588	-78%	-$6.17M	0.04%	135
2016 Q4	$8.01M	Sell	302,270 -31,917	-10%	-$849K	0.24%	94
2016 Q3	$9.12M	Buy	+334,187	New	+$10.8M	0.31%	89

Other funds holding TGI

BlackRock New York $5.7T 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return