W
TGI

Wealthfront’s Triumph Group TGI Stock Holding History

Wealthfront’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
Q4 		– Sell
-186
Closed -$8K – 971
2015
Q3 		$8K Sell
186
-43
-19% -$2.3K ﹤0.01% 1022
2015
Q2 		$15K Buy
229
+156
+214% +$10.1K ﹤0.01% 724
2015
Q1 		$4K Buy
73
+72
+7,200% +$4.33K ﹤0.01% 860
2014
Q4 		$0 Buy
+1
New +$66 ﹤0.01% 976

Other funds holding TGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthfront's TGI Position: Q4 2015 in Review

Wealthfront sold out of Triumph Group (TGI) in Q4 2015, closing a stake of 186 shares — an estimated $8K sold.

Wealthfront first reported a position in TGI in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q2 2015. 225 funds tracked by Wall St. Rank hold TGI as of Q4 2015.

  • Wealthfront reported no remaining Triumph Group position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 186 Triumph Group shares in Q4 2015, an estimated $8K.
  • Wealthfront first reported a position in Triumph Group in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Triumph Group position peaked at $15K in Q2 2015.
  • 225 funds tracked by Wall St. Rank held Triumph Group as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.