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Braun Stacey Associates’s Truist Financial TFC Stock Holding History

Braun Stacey Associates’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
-15,290
Closed -$616K – 255
2015
Q2 		$616K Buy
+15,290
New +$605K 0.03% 222
2013
Q4 		– Sell
-109,540
Closed -$3.7M – 158
2013
Q3 		$3.7M Buy
109,540
+14,345
+15% +$501K 0.23% 102
2013
Q2 		$3.23M Buy
+95,195
New +$3.04M 0.2% 104

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 $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

Braun Stacey Associates's TFC Position: Q3 2015 in Review

Braun Stacey Associates sold out of Truist Financial (TFC) in Q3 2015, closing a stake of 15,290 shares — an estimated $616K sold.

Braun Stacey Associates first reported a position in TFC in Q2 2013 and held it in 3 quarters. The position peaked at $3.7M in Q3 2013. 752 funds tracked by Wall St. Rank hold TFC as of Q3 2015.

  • Braun Stacey Associates reported no remaining Truist Financial position as of Q3 2015 after selling out during the quarter.
  • Braun Stacey Associates sold 15,290 Truist Financial shares in Q3 2015, an estimated $616K.
  • Braun Stacey Associates first reported a position in Truist Financial in Q2 2013 and held it in 3 quarters.
  • Braun Stacey Associates's Truist Financial position peaked at $3.7M in Q3 2013.
  • 752 funds tracked by Wall St. Rank held Truist Financial as of Q3 2015.

Based on Braun Stacey Associates's 13F filing for Q3 2015, filed 1 Dec 2015.