Birch Hill Investment Advisors’s Truist Financial TFC Stock Holding History

Birch Hill Investment Advisors’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
2019 Q4	–	Sell	-4,006	Closed	-$214K	–	152
2019 Q3	$214K	Buy	+4,006	New	+$199K	0.02%	138
2018 Q3	–	Sell	-4,006	Closed	-$202K	–	153
2018 Q2	$202K	Hold	4,006	–	–	0.02%	140
2018 Q1	$208K	Buy	+4,006	New	+$216K	0.02%	137
2016 Q1	–	Sell	-7,606	Closed	-$288K	–	130
2015 Q4	$288K	Sell	7,606 -150	-2%	-$5.64K	0.03%	114
2015 Q3	$276K	Hold	7,756	–	–	0.03%	117
2015 Q2	$313K	Sell	7,756 -250	-3%	-$9.89K	0.03%	119
2015 Q1	$312K	Hold	8,006	–	–	0.03%	119
2014 Q4	$311K	Sell	8,006 -600	-7%	-$22.6K	0.03%	121
2014 Q3	$320K	Hold	8,606	–	–	0.03%	116
2014 Q2	$339K	Hold	8,606	–	–	0.04%	113
2014 Q1	$346K	Hold	8,606	–	–	0.04%	110
2013 Q4	$321K	Hold	8,606	–	–	0.03%	119
2013 Q3	$290K	Hold	8,606	–	–	0.03%	118
2013 Q2	$292K	Buy	+8,606	New	+$275K	0.04%	117

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birch Hill Investment Advisors's TFC Position: Q4 2019 in Review

Birch Hill Investment Advisors sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 4,006 shares — an estimated $214K sold.

Birch Hill Investment Advisors first reported a position in TFC in Q2 2013 and held it in 14 quarters. The position peaked at $346K in Q1 2014. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

Birch Hill Investment Advisors reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
Birch Hill Investment Advisors sold 4,006 Truist Financial shares in Q4 2019, an estimated $214K.
Birch Hill Investment Advisors first reported a position in Truist Financial in Q2 2013 and held it in 14 quarters.
Birch Hill Investment Advisors's Truist Financial position peaked at $346K in Q1 2014.
1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.