CCM
TFC icon

Cai Capital Management’s Truist Financial TFC Stock Holding History

Cai Capital 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
2013
Q4 		– Sell
-8,646
Closed -$292K – 125
2013
Q3 		$292K Sell
8,646
-30,063
-78% -$1.05M 0.19% 145
2013
Q2 		$1.31M Buy
+38,709
New +$1.23M 0.76% 41

Other funds holding TFC

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cai Capital Management's TFC Position: Q4 2013 in Review

Cai Capital Management sold out of Truist Financial (TFC) in Q4 2013, closing a stake of 8,646 shares — an estimated $292K sold.

Cai Capital Management first reported a position in TFC in Q2 2013 and held it in 2 quarters. The position peaked at $1.31M in Q2 2013. 669 funds tracked by Wall St. Rank hold TFC as of Q4 2013.

  • Cai Capital Management reported no remaining Truist Financial position as of Q4 2013 after selling out during the quarter.
  • Cai Capital Management sold 8,646 Truist Financial shares in Q4 2013, an estimated $292K.
  • Cai Capital Management first reported a position in Truist Financial in Q2 2013 and held it in 2 quarters.
  • Cai Capital Management's Truist Financial position peaked at $1.31M in Q2 2013.
  • 669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2013.

Based on Cai Capital Management's 13F filing for Q4 2013.