United Capital Financial Advisors’s Triumph Group TGI Stock Holding History

United Capital Financial 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 Q3	–	Sell	-6,734	Closed	-$444K	–	1314
2015 Q2	$444K	Sell	6,734 -936	-12%	-$60.7K	0.01%	958
2015 Q1	$454K	Buy	7,670 +1,537	+25%	+$92.4K	0.01%	929
2014 Q4	$412K	Buy	+6,133	New	+$403K	0.01%	881
2014 Q1	–	Sell	-6,279	Closed	-$478K	–	941
2013 Q4	$478K	Sell	6,279 -821	-12%	-$59.5K	0.02%	445
2013 Q3	$499K	Buy	7,100 +203	+3%	+$15.7K	0.02%	439
2013 Q2	$546K	Buy	+6,897	New	+$534K	0.01%	490

Other funds holding TGI

AIM

Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's TGI Position: Q3 2015 in Review

United Capital Financial Advisors sold out of Triumph Group (TGI) in Q3 2015, closing a stake of 6,734 shares — an estimated $444K sold.

United Capital Financial Advisors first reported a position in TGI in Q2 2013 and held it in 6 quarters. The position peaked at $546K in Q2 2013. 249 funds tracked by Wall St. Rank hold TGI as of Q3 2015.

United Capital Financial Advisors reported no remaining Triumph Group position as of Q3 2015 after selling out during the quarter.
United Capital Financial Advisors sold 6,734 Triumph Group shares in Q3 2015, an estimated $444K.
United Capital Financial Advisors first reported a position in Triumph Group in Q2 2013 and held it in 6 quarters.
United Capital Financial Advisors's Triumph Group position peaked at $546K in Q2 2013.
249 funds tracked by Wall St. Rank held Triumph Group as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.