Shelton Capital Management’s Triumph Group TGI Stock Holding History

Shelton Capital Management’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
2017 Q2	–	Sell	-10,066	Closed	-$259K	–	889
2017 Q1	$259K	Buy	+10,066	New	+$264K	0.02%	663
2016 Q1	–	Sell	-5,301	Closed	-$211K	–	776
2015 Q4	$211K	Hold	5,301	–	–	0.02%	691
2015 Q3	$223K	Hold	5,301	–	–	0.02%	667
2015 Q2	$350K	Hold	5,301	–	–	0.04%	519
2015 Q1	$317K	Hold	5,301	–	–	0.03%	573
2014 Q4	$356K	Sell	5,301 -313	-6%	-$20.6K	0.04%	506
2014 Q3	$365K	Hold	5,614	–	–	0.05%	467
2014 Q2	$392K	Hold	5,614	–	–	0.05%	443
2014 Q1	$363K	Hold	5,614	–	–	0.05%	449
2013 Q4	$427K	Hold	5,614	–	–	0.06%	379
2013 Q3	$394K	Hold	5,614	–	–	0.07%	377
2013 Q2	$444K	Buy	+5,614	New	+$435K	0.08%	302

Other funds holding TGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shelton Capital Management's TGI Position: Q2 2017 in Review

Shelton Capital Management sold out of Triumph Group (TGI) in Q2 2017, closing a stake of 10,066 shares — an estimated $259K sold.

Shelton Capital Management first reported a position in TGI in Q2 2013 and held it in 12 quarters. The position peaked at $444K in Q2 2013. 217 funds tracked by Wall St. Rank hold TGI as of Q2 2017.

Shelton Capital Management reported no remaining Triumph Group position as of Q2 2017 after selling out during the quarter.
Shelton Capital Management sold 10,066 Triumph Group shares in Q2 2017, an estimated $259K.
Shelton Capital Management first reported a position in Triumph Group in Q2 2013 and held it in 12 quarters.
Shelton Capital Management's Triumph Group position peaked at $444K in Q2 2013.
217 funds tracked by Wall St. Rank held Triumph Group as of Q2 2017.

Based on Shelton Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.