SFPIA
TGI

Stevens First Principles Investment Advisors’s Triumph Group TGI Stock Holding History

Stevens First Principles Investment 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
2015
Q4 		– Sell
-11,930
Closed -$502K – 204
2015
Q3 		$502K Sell
11,930
-60
-0.5% -$3.21K 0.4% 52
2015
Q2 		$791K Hold
11,990
– – 0.51% 57
2015
Q1 		$716K Buy
11,990
+1,280
+12% +$76.9K 0.46% 54
2014
Q4 		$720K Buy
10,710
+140
+1% +$9.2K 0.47% 55
2014
Q3 		$688K Buy
10,570
+2,285
+28% +$153K 0.38% 61
2014
Q2 		$578K Sell
8,285
-30
-0.4% -$2.02K 0.32% 64
2014
Q1 		$537K Buy
+8,315
New +$569K 0.35% 59

Other funds holding TGI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return