Waddell & Reed Financial’s Triumph Group TGI Stock Holding History

Waddell & Reed Financial’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 Q4	–	Sell	-43,900	Closed	-$2.86M	–	585
2014 Q3	$2.86M	Buy	43,900 +1,600	+4%	+$107K	﹤0.01%	516
2014 Q2	$2.95M	Sell	42,300 -312,100	-88%	-$21.1M	﹤0.01%	523
2014 Q1	$22.9M	Buy	354,400 +232,500	+191%	+$15.9M	0.03%	326
2013 Q4	$9.27M	Hold	121,900	–	–	0.01%	430
2013 Q3	$8.56M	Hold	121,900	–	–	0.02%	435
2013 Q2	$9.65M	Buy	+121,900	New	+$9.44M	0.02%	388

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Waddell & Reed Financial's TGI Position: Q4 2014 in Review

Waddell & Reed Financial sold out of Triumph Group (TGI) in Q4 2014, closing a stake of 43,900 shares — an estimated $2.86M sold.

Waddell & Reed Financial first reported a position in TGI in Q2 2013 and held it in 6 quarters. The position peaked at $22.9M in Q1 2014. 263 funds tracked by Wall St. Rank hold TGI as of Q4 2014.

Waddell & Reed Financial reported no remaining Triumph Group position as of Q4 2014 after selling out during the quarter.
Waddell & Reed Financial sold 43,900 Triumph Group shares in Q4 2014, an estimated $2.86M.
Waddell & Reed Financial first reported a position in Triumph Group in Q2 2013 and held it in 6 quarters.
Waddell & Reed Financial's Triumph Group position peaked at $22.9M in Q1 2014.
263 funds tracked by Wall St. Rank held Triumph Group as of Q4 2014.

Based on Waddell & Reed Financial's 13F filing for Q4 2014, filed 13 Feb 2015.