Assured Investment Management’s Truist Financial TFC Stock Holding History

Assured 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
2019 Q2	–	Sell	-13,568	Closed	-$631K	–	761
2019 Q1	$631K	Sell	13,568 -5,383	-28%	-$263K	0.01%	512
2018 Q4	$821K	Buy	+18,951	New	+$910K	0.02%	500
2018 Q2	–	Sell	-28,734	Closed	-$1.5M	–	1320
2018 Q1	$1.5M	Buy	+28,734	New	+$1.55M	0.03%	420
2017 Q3	–	Sell	-15,092	Closed	-$685K	–	684
2017 Q2	$685K	Buy	15,092 +14,806	+5,177%	+$643K	0.01%	445
2017 Q1	$13K	Buy	+286	New	+$13.4K	﹤0.01%	593
2015 Q4	–	Sell	-21,551	Closed	-$767K	–	720
2015 Q3	$767K	Buy	+21,551	New	+$832K	0.01%	268

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Assured Investment Management's TFC Position: Q2 2019 in Review

Assured Investment Management sold out of Truist Financial (TFC) in Q2 2019, closing a stake of 13,568 shares — an estimated $631K sold.

Assured Investment Management first reported a position in TFC in Q3 2015 and held it in 6 quarters. The position peaked at $1.5M in Q1 2018. 1,043 funds tracked by Wall St. Rank hold TFC as of Q2 2019.

Assured Investment Management reported no remaining Truist Financial position as of Q2 2019 after selling out during the quarter.
Assured Investment Management sold 13,568 Truist Financial shares in Q2 2019, an estimated $631K.
Assured Investment Management first reported a position in Truist Financial in Q3 2015 and held it in 6 quarters.
Assured Investment Management's Truist Financial position peaked at $1.5M in Q1 2018.
1,043 funds tracked by Wall St. Rank held Truist Financial as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.