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Shepherd Financial Partners’s TransDigm Group TDG Stock Holding History

Shepherd Financial Partners’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,400
Closed -$373K – 114
2017
Q3 		$373K Buy
+1,400
New +$379K 0.09% 92

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Shepherd Financial Partners's TDG Position: Q4 2017 in Review

Shepherd Financial Partners sold out of TransDigm Group (TDG) in Q4 2017, closing a stake of 1,400 shares — an estimated $373K sold.

Shepherd Financial Partners first reported a position in TDG in Q3 2017 and held it in 1 quarter. The position peaked at $373K in Q3 2017. 434 funds tracked by Wall St. Rank hold TDG as of Q4 2017.

  • Shepherd Financial Partners reported no remaining TransDigm Group position as of Q4 2017 after selling out during the quarter.
  • Shepherd Financial Partners sold 1,400 TransDigm Group shares in Q4 2017, an estimated $373K.
  • Shepherd Financial Partners first reported a position in TransDigm Group in Q3 2017 and held it in 1 quarter.
  • Shepherd Financial Partners's TransDigm Group position peaked at $373K in Q3 2017.
  • 434 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2017.

Based on Shepherd Financial Partners's 13F filing for Q4 2017, filed 14 Feb 2018.