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Archipel Asset Management’s Truist Financial TFC Stock Holding History

Archipel Asset 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
2014
Q3 		$1.52M Sell
40,997
-37,110
-48% -$1.4M 0.44% 80
2014
Q2 		$3.08M Buy
+78,107
New +$2.99M 0.77% 48

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Archipel Asset Management's TFC Position: Q3 2014 in Review

Archipel Asset Management reduced its Truist Financial (TFC) stake by 48% in Q3 2014, selling an estimated $1.4M and leaving 40,997 shares worth $1.52M. The position accounts for 0.44% of the portfolio, ranked #80.

Archipel Asset Management first reported a position in TFC in Q2 2014 and has held it in 2 quarters since. The position peaked at $3.08M in Q2 2014. 675 funds tracked by Wall St. Rank hold TFC as of Q3 2014.

  • Archipel Asset Management held 40,997 shares of Truist Financial worth $1.52M as of Q3 2014.
  • Archipel Asset Management sold 37,110 Truist Financial shares in Q3 2014, an estimated $1.4M.
  • Truist Financial made up 0.44% of Archipel Asset Management's portfolio in Q3 2014, its #80 holding.
  • Archipel Asset Management first reported a position in Truist Financial in Q2 2014 and has held it in 2 quarters since.
  • Archipel Asset Management's Truist Financial position peaked at $3.08M in Q2 2014.
  • 675 funds tracked by Wall St. Rank held Truist Financial as of Q3 2014.

Based on Archipel Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.