ST
TGI

Stifel Trust’s Triumph Group TGI Stock Holding History

Stifel Trust’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
2014
Q3 		$33K Hold
500
– – 0.01% 308
2014
Q2 		$35K Hold
500
– – 0.01% 297
2014
Q1 		$33K Hold
500
– – 0.01% 308
2013
Q4 		$39K Hold
500
– – 0.01% 288
2013
Q3 		$36K Hold
500
– – 0.01% 294
2013
Q2 		$40K Buy
+500
New +$38.7K 0.01% 265

Other funds holding TGI

AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Trust's TGI Position: Q3 2014 in Review

Stifel Trust held its Triumph Group (TGI) position steady in Q3 2014 at 500 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #308.

Stifel Trust first reported a position in TGI in Q2 2013 and has held it in 6 quarters since. The position peaked at $40K in Q2 2013. 248 funds tracked by Wall St. Rank hold TGI as of Q3 2014.

  • Stifel Trust held 500 shares of Triumph Group worth $33K as of Q3 2014.
  • Stifel Trust left its Triumph Group share count unchanged in Q3 2014.
  • Triumph Group made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #308 holding.
  • Stifel Trust first reported a position in Triumph Group in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Triumph Group position peaked at $40K in Q2 2013.
  • 248 funds tracked by Wall St. Rank held Triumph Group as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.