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Beutel, Goodman & Co’s Truist Financial TFC Stock Holding History

Beutel, Goodman & Co’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
-3,476,843
Closed -$125M – 29
2015
Q2 		$125M Sell
3,476,843
-51,137
-1% -$2.02M 1.05% 25
2015
Q1 		$108M Buy
3,527,980
+179,249
+5% +$6.76M 1.04% 28
2014
Q4 		$106M Buy
3,348,731
+39,385
+1% +$1.48M 0.95% 27
2014
Q3 		$104M Buy
3,309,346
+176,631
+6% +$6.67M 0.91% 28
2014
Q2 		$116M Buy
3,132,715
+531,870
+20% +$20.4M 0.98% 28
2014
Q1 		$115M Buy
+2,600,845
New +$99.5M 0.89% 27

Other funds holding TFC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
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 $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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Beutel, Goodman & Co's TFC Position: Q3 2015 in Review

Beutel, Goodman & Co sold out of Truist Financial (TFC) in Q3 2015, closing a stake of 3,476,843 shares — an estimated $125M sold.

Beutel, Goodman & Co first reported a position in TFC in Q1 2014 and held it in 6 quarters. The position peaked at $125M in Q2 2015. 752 funds tracked by Wall St. Rank hold TFC as of Q3 2015.

  • Beutel, Goodman & Co reported no remaining Truist Financial position as of Q3 2015 after selling out during the quarter.
  • Beutel, Goodman & Co sold 3,476,843 Truist Financial shares in Q3 2015, an estimated $125M.
  • Beutel, Goodman & Co first reported a position in Truist Financial in Q1 2014 and held it in 6 quarters.
  • Beutel, Goodman & Co's Truist Financial position peaked at $125M in Q2 2015.
  • 752 funds tracked by Wall St. Rank held Truist Financial as of Q3 2015.

Based on Beutel, Goodman & Co's 13F filing for Q3 2015, filed 26 Oct 2015.