SFS
TGI

Strategic Financial Services’s Triumph Group TGI Stock Holding History

Strategic Financial Services’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 		– Sell
-37,755
Closed -$2.64M – 99
2014
Q2 		$2.64M Buy
37,755
+30
+0.1% +$2.02K 0.73% 71
2014
Q1 		$2.44M Buy
37,725
+1,165
+3% +$79.7K 0.71% 71
2013
Q4 		$2.78M Sell
36,560
-785
-2% -$56.9K 0.88% 43
2013
Q3 		$2.62M Sell
37,345
-1,235
-3% -$95.2K 0.88% 40
2013
Q2 		$3.05M Buy
+38,580
New +$2.99M 1.08% 20

Other funds holding TGI

AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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 $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $2.12B AUM 32.36% 1-Year Est. Return

Strategic Financial Services's TGI Position: Q3 2014 in Review

Strategic Financial Services sold out of Triumph Group (TGI) in Q3 2014, closing a stake of 37,755 shares — an estimated $2.64M sold.

Strategic Financial Services first reported a position in TGI in Q2 2013 and held it in 5 quarters. The position peaked at $3.05M in Q2 2013. 248 funds tracked by Wall St. Rank hold TGI as of Q3 2014.

  • Strategic Financial Services reported no remaining Triumph Group position as of Q3 2014 after selling out during the quarter.
  • Strategic Financial Services sold 37,755 Triumph Group shares in Q3 2014, an estimated $2.64M.
  • Strategic Financial Services first reported a position in Triumph Group in Q2 2013 and held it in 5 quarters.
  • Strategic Financial Services's Triumph Group position peaked at $3.05M in Q2 2013.
  • 248 funds tracked by Wall St. Rank held Triumph Group as of Q3 2014.

Based on Strategic Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.