Boston Private Bank & Trust’s Truist Financial TFC Stock Holding History

Boston Private Bank & Trust’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 Q1	$98K	Buy	2,510 +1,250	+99%	+$47.1K	﹤0.01%	475
2014 Q4	$49K	Sell	1,260 -1,370	-52%	-$51.6K	﹤0.01%	583
2014 Q3	$98K	Hold	2,630	–	–	﹤0.01%	475
2014 Q2	$104K	Buy	2,630 +1,400	+114%	+$53.7K	0.01%	468
2014 Q1	$49K	Buy	1,230 +170	+16%	+$6.51K	﹤0.01%	600
2013 Q4	$40K	Hold	1,060	–	–	﹤0.01%	629
2013 Q3	$36K	Hold	1,060	–	–	﹤0.01%	610
2013 Q2	$36K	Buy	+1,060	New	+$33.8K	﹤0.01%	589

Other funds holding TFC

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Boston Private Bank & Trust's TFC Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Truist Financial (TFC) stake by 99% in Q1 2015, buying an estimated $47.1K and bringing the position to 2,510 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Boston Private Bank & Trust first reported a position in TFC in Q2 2013 and has held it in 8 quarters since. The position peaked at $104K in Q2 2014. 701 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

Boston Private Bank & Trust held 2,510 shares of Truist Financial worth $98K as of Q1 2015.
Boston Private Bank & Trust bought 1,250 Truist Financial shares in Q1 2015, an estimated $47.1K.
Truist Financial made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #475 holding.
Boston Private Bank & Trust first reported a position in Truist Financial in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Truist Financial position peaked at $104K in Q2 2014.
701 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.