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Bedell Frazier Investment Counselling’s Truist Financial TFC Stock Holding History

Bedell Frazier Investment Counselling’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
Q3 		– Sell
-137,825
Closed -$5.56M – 65
2015
Q2 		$5.56M Buy
+137,825
New +$5.45M 2.21% 21

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bedell Frazier Investment Counselling's TFC Position: Q3 2015 in Review

Bedell Frazier Investment Counselling sold out of Truist Financial (TFC) in Q3 2015, closing a stake of 137,825 shares — an estimated $5.56M sold.

Bedell Frazier Investment Counselling first reported a position in TFC in Q2 2015 and held it in 1 quarter. The position peaked at $5.56M in Q2 2015. 753 funds tracked by Wall St. Rank hold TFC as of Q3 2015.

  • Bedell Frazier Investment Counselling reported no remaining Truist Financial position as of Q3 2015 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 137,825 Truist Financial shares in Q3 2015, an estimated $5.56M.
  • Bedell Frazier Investment Counselling first reported a position in Truist Financial in Q2 2015 and held it in 1 quarter.
  • Bedell Frazier Investment Counselling's Truist Financial position peaked at $5.56M in Q2 2015.
  • 753 funds tracked by Wall St. Rank held Truist Financial as of Q3 2015.

Based on Bedell Frazier Investment Counselling's 13F filing for Q3 2015, filed 9 Nov 2015.