WI
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Wintrust Investments’s Triumph Group TGI Stock Holding History

Wintrust Investments’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
2017
Q3 		– Sell
-8,655
Closed -$273K – 298
2017
Q2 		$273K Buy
8,655
+140
+2% +$3.9K 0.07% 245
2017
Q1 		$219K Buy
+8,515
New +$223K 0.06% 269
2016
Q4 		– Sell
-7,212
Closed -$201K – 242
2016
Q3 		$201K Buy
+7,212
New +$233K 0.09% 185

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wintrust Investments's TGI Position: Q3 2017 in Review

Wintrust Investments sold out of Triumph Group (TGI) in Q3 2017, closing a stake of 8,655 shares — an estimated $273K sold.

Wintrust Investments first reported a position in TGI in Q3 2016 and held it in 3 quarters. The position peaked at $273K in Q2 2017. 195 funds tracked by Wall St. Rank hold TGI as of Q3 2017.

  • Wintrust Investments reported no remaining Triumph Group position as of Q3 2017 after selling out during the quarter.
  • Wintrust Investments sold 8,655 Triumph Group shares in Q3 2017, an estimated $273K.
  • Wintrust Investments first reported a position in Triumph Group in Q3 2016 and held it in 3 quarters.
  • Wintrust Investments's Triumph Group position peaked at $273K in Q2 2017.
  • 195 funds tracked by Wall St. Rank held Triumph Group as of Q3 2017.

Based on Wintrust Investments's 13F filing for Q3 2017, filed 7 Nov 2017.