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Acrospire Investment Management’s Truist Financial TFC Stock Holding History

Acrospire Investment Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-570
Closed -$26K – 1278
2017
Q2 		$26K Sell
570
-300
-34% -$13K 0.02% 1378
2017
Q1 		$39K Buy
+870
New +$40.6K 0.03% 1161
2016
Q4 		– Sell
-1,670
Closed -$63K – 2417
2016
Q3 		$63K Buy
1,670
+700
+72% +$26.1K 0.04% 896
2016
Q2 		$35K Buy
970
+864
+815% +$30.2K 0.03% 1298
2016
Q1 		$4K Buy
+106
New +$3.52K ﹤0.01% 1897

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acrospire Investment Management's TFC Position: Q3 2017 in Review

Acrospire Investment Management sold out of Truist Financial (TFC) in Q3 2017, closing a stake of 570 shares — an estimated $26K sold.

Acrospire Investment Management first reported a position in TFC in Q1 2016 and held it in 5 quarters. The position peaked at $63K in Q3 2016. 880 funds tracked by Wall St. Rank hold TFC as of Q3 2017.

  • Acrospire Investment Management reported no remaining Truist Financial position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 570 Truist Financial shares in Q3 2017, an estimated $26K.
  • Acrospire Investment Management first reported a position in Truist Financial in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Truist Financial position peaked at $63K in Q3 2016.
  • 880 funds tracked by Wall St. Rank held Truist Financial as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.