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Buffington Mohr McNeal’s Truist Financial TFC Stock Holding History

Buffington Mohr McNeal’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
2020
Q2 		– Sell
-40,865
Closed -$1.26M – 118
2020
Q1 		$1.26M Sell
40,865
-7,929
-16% -$375K 0.42% 53
2019
Q4 		$2.75M Buy
+48,794
New +$2.64M 0.78% 35
2018
Q3 		– Sell
-69,125
Closed -$3.49M – 117
2018
Q2 		$3.49M Sell
69,125
-250
-0.4% -$13.3K 1.31% 27
2018
Q1 		$3.61M Sell
69,375
-255
-0.4% -$13.7K 1.38% 26
2017
Q4 		$3.46M Sell
69,630
-510
-0.7% -$24.6K 1.32% 25
2017
Q3 		$3.42M Sell
70,140
-425
-0.6% -$19.5K 1.33% 24
2017
Q2 		$3.2M Buy
70,565
+35
+0% +$1.52K 1.27% 25
2017
Q1 		$3.15M Buy
70,530
+4,510
+7% +$211K 1.39% 23
2016
Q4 		$3.1M Buy
66,020
+3,395
+5% +$144K 1.19% 26
2016
Q3 		$2.36M Buy
62,625
+6,960
+13% +$259K 0.99% 31
2016
Q2 		$1.98M Sell
55,665
-3,550
-6% -$124K 0.87% 34
2016
Q1 		$1.97M Buy
59,215
+26,275
+80% +$873K 0.87% 34
2015
Q4 		$1.25M Buy
32,940
+26,040
+377% +$980K 0.67% 34
2015
Q3 		$246K Buy
+6,900
New +$266K 0.16% 56

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buffington Mohr McNeal's TFC Position: Q2 2020 in Review

Buffington Mohr McNeal sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 40,865 shares — an estimated $1.26M sold.

Buffington Mohr McNeal first reported a position in TFC in Q3 2015 and held it in 14 quarters. The position peaked at $3.61M in Q1 2018. 1,169 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Buffington Mohr McNeal reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • Buffington Mohr McNeal sold 40,865 Truist Financial shares in Q2 2020, an estimated $1.26M.
  • Buffington Mohr McNeal first reported a position in Truist Financial in Q3 2015 and held it in 14 quarters.
  • Buffington Mohr McNeal's Truist Financial position peaked at $3.61M in Q1 2018.
  • 1,169 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Buffington Mohr McNeal's 13F filing for Q2 2020, filed 27 Jul 2020.