WAM
TGI

Wealthspire Advisors (Maryland)’s Triumph Group TGI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-112
Closed -$2K – 1867
2019
Q1 		$2K Buy
112
+99
+762% +$1.86K ﹤0.01% 2204
2018
Q4 		$0 Sell
13
-101
-89% -$1.75K ﹤0.01% 2563
2018
Q3 		$3K Buy
114
+6
+6% +$126 ﹤0.01% 2074
2018
Q2 		$2K Buy
108
+94
+671% +$2.18K ﹤0.01% 2205
2018
Q1 		$0 Sell
14
-50
-78% -$1.36K ﹤0.01% 2636
2017
Q4 		$2K Buy
64
+50
+357% +$1.5K ﹤0.01% 2172
2017
Q3 		$0 Buy
+14
New +$400 ﹤0.01% 2451
2017
Q2 		– Sell
-50
Closed -$1K – 2273
2017
Q1 		$1K Hold
50
– – ﹤0.01% 1842
2016
Q4 		$1K Hold
50
– – ﹤0.01% 1677
2016
Q3 		$1K Hold
50
– – ﹤0.01% 1660
2016
Q2 		$2K Hold
50
– – ﹤0.01% 1534
2016
Q1 		$2K Hold
50
– – ﹤0.01% 1556
2015
Q4 		$2K Buy
+50
New +$2.02K ﹤0.01% 1541

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TGI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Triumph Group (TGI) in Q2 2019, closing a stake of 112 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TGI in Q4 2015 and held it in 13 quarters. The position peaked at $3K in Q3 2018. 172 funds tracked by Wall St. Rank hold TGI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Triumph Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 112 Triumph Group shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Triumph Group in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Triumph Group position peaked at $3K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held Triumph Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.