U
TGI

UBS’s Triumph Group TGI Stock Holding History

UBS’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 		$3.8M Buy
58,384
+13,527
+30% +$906K ﹤0.01% 2297
2014
Q2 		$3.13M Buy
44,857
+24,530
+121% +$1.65M ﹤0.01% 2427
2014
Q1 		$1.31M Sell
20,327
-9,152
-31% -$626K ﹤0.01% 3202
2013
Q4 		$2.24M Sell
29,479
-25,558
-46% -$1.85M ﹤0.01% 2703
2013
Q3 		$3.87M Sell
55,037
-14,984
-21% -$1.16M ﹤0.01% 1946
2013
Q2 		$5.54M Buy
+70,021
New +$5.42M 0.01% 1528

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 30.2% 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 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $3.37T AUM 44.26% 1-Year Est. Return

UBS's TGI Position: Q3 2014 in Review

UBS increased its Triumph Group (TGI) stake by 30% in Q3 2014, buying an estimated $906K and bringing the position to 58,384 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

UBS first reported a position in TGI in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.54M in Q2 2013. 248 funds tracked by Wall St. Rank hold TGI as of Q3 2014.

  • UBS held 58,384 shares of Triumph Group worth $3.8M as of Q3 2014.
  • UBS bought 13,527 Triumph Group shares in Q3 2014, an estimated $906K.
  • Triumph Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2297 holding.
  • UBS first reported a position in Triumph Group in Q2 2013 and has held it in 6 quarters since.
  • UBS's Triumph Group position peaked at $5.54M in Q2 2013.
  • 248 funds tracked by Wall St. Rank held Triumph Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.