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Barton Investment Management’s Truist Financial TFC Stock Holding History

Barton 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
2016
Q1 		– Sell
-2,000
Closed -$76K – 88
2015
Q4 		$76K Buy
+2,000
New +$75.2K 0.02% 61

Other funds holding TFC

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barton Investment Management's TFC Position: Q1 2016 in Review

Barton Investment Management sold out of Truist Financial (TFC) in Q1 2016, closing a stake of 2,000 shares — an estimated $76K sold.

Barton Investment Management first reported a position in TFC in Q4 2015 and held it in 1 quarter. The position peaked at $76K in Q4 2015. 759 funds tracked by Wall St. Rank hold TFC as of Q1 2016.

  • Barton Investment Management reported no remaining Truist Financial position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 2,000 Truist Financial shares in Q1 2016, an estimated $76K.
  • Barton Investment Management first reported a position in Truist Financial in Q4 2015 and held it in 1 quarter.
  • Barton Investment Management's Truist Financial position peaked at $76K in Q4 2015.
  • 759 funds tracked by Wall St. Rank held Truist Financial as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.