WA
TGI

WFG Advisors’s Triumph Group TGI Stock Holding History

WFG 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
2014
Q1 		– Sell
-1,250
Closed -$95K – 2217
2013
Q4 		$95K Sell
1,250
-86
-6% -$6.24K 0.01% 763
2013
Q3 		$94K Sell
1,336
-51
-4% -$3.93K 0.01% 719
2013
Q2 		$110K Buy
+1,387
New +$107K 0.02% 634

Other funds holding TGI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's TGI Position: Q1 2014 in Review

WFG Advisors sold out of Triumph Group (TGI) in Q1 2014, closing a stake of 1,250 shares — an estimated $95K sold.

WFG Advisors first reported a position in TGI in Q2 2013 and held it in 3 quarters. The position peaked at $110K in Q2 2013. 260 funds tracked by Wall St. Rank hold TGI as of Q1 2014.

  • WFG Advisors reported no remaining Triumph Group position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 1,250 Triumph Group shares in Q1 2014, an estimated $95K.
  • WFG Advisors first reported a position in Triumph Group in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Triumph Group position peaked at $110K in Q2 2013.
  • 260 funds tracked by Wall St. Rank held Triumph Group as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.