PCA
TGI

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EGPO
EnTrust Global Partners Offshore New York $73.2M AUM 32.09% 1-Year Est. Return

Personal Capital Advisors's TGI Position: Q1 2020 in Review

Personal Capital Advisors sold out of Triumph Group (TGI) in Q1 2020, closing a stake of 274,099 shares — an estimated $6.93M sold.

Personal Capital Advisors first reported a position in TGI in Q3 2016 and held it in 14 quarters. The position peaked at $9.12M in Q3 2016. 162 funds tracked by Wall St. Rank hold TGI as of Q1 2020.

  • Personal Capital Advisors reported no remaining Triumph Group position as of Q1 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 274,099 Triumph Group shares in Q1 2020, an estimated $6.93M.
  • Personal Capital Advisors first reported a position in Triumph Group in Q3 2016 and held it in 14 quarters.
  • Personal Capital Advisors's Triumph Group position peaked at $9.12M in Q3 2016.
  • 162 funds tracked by Wall St. Rank held Triumph Group as of Q1 2020.

Based on Personal Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.