BCMIO
TFC icon

Beacon Capital Management Inc (Ohio)’s Truist Financial TFC Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2015
Q4 		– Sell
-3
Closed – – 366
2015
Q3 		$0 Buy
+3
New +$116 ﹤0.01% 283
2014
Q2 		– Sell
-8
Closed – – 274
2014
Q1 		$0 Buy
+8
New +$306 ﹤0.01% 278

Other funds holding TFC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s TFC Position: Q4 2015 in Review

Beacon Capital Management Inc (Ohio) sold out of Truist Financial (TFC) in Q4 2015, closing a stake of 3 shares.

Beacon Capital Management Inc (Ohio) first reported a position in TFC in Q1 2014 and held it in 2 quarters. The position peaked at $0 in Q3 2015. 760 funds tracked by Wall St. Rank hold TFC as of Q4 2015.

  • Beacon Capital Management Inc (Ohio) reported no remaining Truist Financial position as of Q4 2015 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 3 Truist Financial shares in Q4 2015.
  • Beacon Capital Management Inc (Ohio) first reported a position in Truist Financial in Q1 2014 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Truist Financial position peaked at $0 in Q3 2015.
  • 760 funds tracked by Wall St. Rank held Truist Financial as of Q4 2015.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2015, filed 7 Jan 2016.