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Bellwether Investment Group’s Truist Financial TFC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-2,568
Closed -$115K – 553
2017
Q1 		$115K Sell
2,568
-1,119
-30% -$52.3K 0.3% 80
2016
Q4 		$173K Buy
+3,687
New +$157K 0.16% 152
2016
Q2 		$39K Buy
+1,103
New +$38.5K 0.04% 271

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bellwether Investment Group's TFC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Truist Financial (TFC) in Q2 2017, closing a stake of 2,568 shares — an estimated $115K sold.

Bellwether Investment Group first reported a position in TFC in Q2 2016 and held it in 3 quarters. The position peaked at $173K in Q4 2016. 874 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Truist Financial position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,568 Truist Financial shares in Q2 2017, an estimated $115K.
  • Bellwether Investment Group first reported a position in Truist Financial in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Truist Financial position peaked at $173K in Q4 2016.
  • 874 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.