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

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

AIM

Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stevens First Principles Investment Advisors's TGI Position: Q4 2015 in Review

Stevens First Principles Investment Advisors sold out of Triumph Group (TGI) in Q4 2015, closing a stake of 11,930 shares — an estimated $502K sold.

Stevens First Principles Investment Advisors first reported a position in TGI in Q1 2014 and held it in 7 quarters. The position peaked at $791K in Q2 2015. 225 funds tracked by Wall St. Rank hold TGI as of Q4 2015.

Stevens First Principles Investment Advisors reported no remaining Triumph Group position as of Q4 2015 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 11,930 Triumph Group shares in Q4 2015, an estimated $502K.
Stevens First Principles Investment Advisors first reported a position in Triumph Group in Q1 2014 and held it in 7 quarters.
Stevens First Principles Investment Advisors's Triumph Group position peaked at $791K in Q2 2015.
225 funds tracked by Wall St. Rank held Triumph Group as of Q4 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.