Braver Wealth Management’s Truist Financial TFC Stock Holding History

Braver Wealth Management’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
2016 Q4	$3.61M	Sell	76,752 -1,711	-2%	-$72.8K	0.59%	50
2016 Q3	$2.96M	Sell	78,463 -4,402	-5%	-$164K	0.5%	58
2016 Q2	$2.95M	Sell	82,865 -165	-0.2%	-$5.77K	0.5%	54
2016 Q1	$2.76M	Buy	83,030 +77,623	+1,436%	+$2.58M	0.45%	60
2015 Q4	$204K	Buy	+5,407	New	+$203K	0.04%	77
2015 Q3	–	Sell	-5,407	Closed	-$218K	–	95
2015 Q2	$218K	Hold	5,407	–	–	0.05%	81
2015 Q1	$211K	Hold	5,407	–	–	0.04%	86
2014 Q4	$210K	Buy	+5,407	New	+$204K	0.04%	83
2014 Q3	–	Sell	-5,340	Closed	-$211K	–	88
2014 Q2	$211K	Sell	5,340 -33,894	-86%	-$1.3M	0.05%	87
2014 Q1	$1.58M	Sell	39,234 -112	-0.3%	-$4.29K	0.45%	34
2013 Q4	$1.47M	Sell	39,346 -2,609	-6%	-$90.2K	0.51%	39
2013 Q3	$1.41M	Sell	41,955 -2,289	-5%	-$79.9K	0.49%	40
2013 Q2	$1.5M	Buy	+44,244	New	+$1.41M	0.69%	27

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

BIT

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

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

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Braver Wealth Management's TFC Position: Q4 2016 in Review

Braver Wealth Management reduced its Truist Financial (TFC) stake by 2.2% in Q4 2016, selling an estimated $72.8K and leaving 76,752 shares worth $3.61M. The position accounts for 0.59% of the portfolio, ranked #50.

Braver Wealth Management first reported a position in TFC in Q2 2013 and has held it in 13 quarters since. 867 funds tracked by Wall St. Rank hold TFC as of Q4 2016.

Braver Wealth Management held 76,752 shares of Truist Financial worth $3.61M as of Q4 2016.
Braver Wealth Management sold 1,711 Truist Financial shares in Q4 2016, an estimated $72.8K.
Truist Financial made up 0.59% of Braver Wealth Management's portfolio in Q4 2016, its #50 holding.
Braver Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 13 quarters since.
867 funds tracked by Wall St. Rank held Truist Financial as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.