Banyan Partners’s Truist Financial TFC Stock Holding History

Banyan Partners’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	$12.2M	Sell	326,979 -16,430	-5%	-$620K	1.03%	22
2014 Q2	$13.5M	Sell	343,409 -13,734	-4%	-$527K	1.14%	14
2014 Q1	$14.3M	Buy	357,143 +2,667	+0.8%	+$102K	1.24%	13
2013 Q4	$13.2M	Buy	354,476 +57,101	+19%	+$1.97M	0.93%	17
2013 Q3	$10M	Buy	297,375 +54,599	+22%	+$1.91M	0.89%	24
2013 Q2	$8.22M	Buy	+242,776	New	+$7.74M	1.62%	14

Other funds holding TFC

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Banyan Partners's TFC Position: Q3 2014 in Review

Banyan Partners reduced its Truist Financial (TFC) stake by 4.8% in Q3 2014, selling an estimated $620K and leaving 326,979 shares worth $12.2M. The position accounts for 1.03% of the portfolio, ranked #22.

Banyan Partners first reported a position in TFC in Q2 2013 and has held it in 6 quarters since. The position peaked at $14.3M in Q1 2014. 675 funds tracked by Wall St. Rank hold TFC as of Q3 2014.

Banyan Partners held 326,979 shares of Truist Financial worth $12.2M as of Q3 2014.
Banyan Partners sold 16,430 Truist Financial shares in Q3 2014, an estimated $620K.
Truist Financial made up 1.03% of Banyan Partners's portfolio in Q3 2014, its #22 holding.
Banyan Partners first reported a position in Truist Financial in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's Truist Financial position peaked at $14.3M in Q1 2014.
675 funds tracked by Wall St. Rank held Truist Financial as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.