WIS
TGI

Wright Investors Service’s Triumph Group TGI Stock Holding History

Wright Investors Service’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
2018
Q2 		– Sell
-8,482
Closed -$214K – 181
2018
Q1 		$214K Sell
8,482
-301
-3% -$8.19K 0.07% 183
2017
Q4 		$239K Sell
8,783
-588
-6% -$17.6K 0.08% 186
2017
Q3 		$279K Sell
9,371
-9,779
-51% -$279K 0.1% 186
2017
Q2 		$605K Buy
19,150
+255
+1% +$7.1K 0.23% 124
2017
Q1 		$487K Sell
18,895
-4,325
-19% -$113K 0.2% 150
2016
Q4 		$615K Buy
23,220
+4,950
+27% +$132K 0.27% 122
2016
Q3 		$509K Buy
18,270
+5,910
+48% +$191K 0.21% 143
2016
Q2 		$439K Buy
12,360
+110
+0.9% +$3.98K 0.18% 157
2016
Q1 		$386K Buy
+12,250
New +$372K 0.15% 176
2015
Q4 		– Sell
-4,925
Closed -$207K – 255
2015
Q3 		$207K Sell
4,925
-575
-10% -$30.8K 0.09% 211
2015
Q2 		$363K Buy
+5,500
New +$357K 0.17% 154
2014
Q1 		– Sell
-5,725
Closed -$436K – 227
2013
Q4 		$436K Sell
5,725
-3,530
-38% -$256K 0.19% 152
2013
Q3 		$650K Buy
9,255
+1,186
+15% +$91.4K 0.29% 111
2013
Q2 		$639K Buy
+8,069
New +$625K 0.3% 106

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Wright Investors Service's TGI Position: Q2 2018 in Review

Wright Investors Service sold out of Triumph Group (TGI) in Q2 2018, closing a stake of 8,482 shares — an estimated $214K sold.

Wright Investors Service first reported a position in TGI in Q2 2013 and held it in 14 quarters. The position peaked at $650K in Q3 2013. 179 funds tracked by Wall St. Rank hold TGI as of Q2 2018.

  • Wright Investors Service reported no remaining Triumph Group position as of Q2 2018 after selling out during the quarter.
  • Wright Investors Service sold 8,482 Triumph Group shares in Q2 2018, an estimated $214K.
  • Wright Investors Service first reported a position in Triumph Group in Q2 2013 and held it in 14 quarters.
  • Wright Investors Service's Triumph Group position peaked at $650K in Q3 2013.
  • 179 funds tracked by Wall St. Rank held Triumph Group as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.