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BB&T Investment Services’s Truist Financial TFC Stock Holding History

BB&T Investment Services’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
Q4 		$2.74M Sell
54,965
-145
-0.3% -$7K 0.46% 51
2017
Q3 		$2.59M Buy
55,110
+5,815
+12% +$267K 0.52% 43
2017
Q2 		$2.23M Sell
49,295
-5,320
-10% -$231K 0.56% 36
2017
Q1 		$2.44M Buy
54,615
+639
+1% +$29.9K 0.95% 14
2016
Q4 		$2.54M Buy
+53,976
New +$2.3M 1.86% 7

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BB&T Investment Services's TFC Position: Q4 2017 in Review

BB&T Investment Services reduced its Truist Financial (TFC) stake by 0.26% in Q4 2017, selling an estimated $7K and leaving 54,965 shares worth $2.74M. The position accounts for 0.46% of the portfolio, ranked #51.

BB&T Investment Services first reported a position in TFC in Q4 2016 and has held it in 5 quarters since. 983 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

  • BB&T Investment Services held 54,965 shares of Truist Financial worth $2.74M as of Q4 2017.
  • BB&T Investment Services sold 145 Truist Financial shares in Q4 2017, an estimated $7K.
  • Truist Financial made up 0.46% of BB&T Investment Services's portfolio in Q4 2017, its #51 holding.
  • BB&T Investment Services first reported a position in Truist Financial in Q4 2016 and has held it in 5 quarters since.
  • 983 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.