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Calvert Investment Management’s Truist Financial TFC Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-55,224
Closed -$2.6M – 545
2016
Q4 		$2.6M Sell
55,224
-7,240
-12% -$308K 0.1% 266
2016
Q3 		$2.36M Buy
62,464
+1,734
+3% +$64.6K 0.09% 275
2016
Q2 		$2.16M Sell
60,730
-171,275
-74% -$5.99M 0.09% 244
2016
Q1 		$7.72M Buy
232,005
+158,346
+215% +$5.26M 0.34% 76
2015
Q4 		$2.79M Buy
73,659
+27,604
+60% +$1.04M 0.13% 162
2015
Q3 		$1.64M Buy
46,055
+4,676
+11% +$180K 0.08% 169
2015
Q2 		$1.67M Buy
41,379
+684
+2% +$27.1K 0.07% 179
2015
Q1 		$1.59M Sell
40,695
-62,956
-61% -$2.37M 0.1% 180
2014
Q4 		$4.03M Sell
103,651
-173,759
-63% -$6.54M 0.28% 101
2014
Q3 		$10.3M Buy
277,410
+46,029
+20% +$1.74M 0.77% 33
2014
Q2 		$9.12M Sell
231,381
-34,300
-13% -$1.32M 0.61% 49
2014
Q1 		$10.7M Sell
265,681
-40,288
-13% -$1.54M 0.75% 46
2013
Q4 		$11.4M Buy
305,969
+299,200
+4,420% +$10.3M 0.83% 41
2013
Q3 		$228K Sell
6,769
-214
-3% -$7.47K 0.03% 290
2013
Q2 		$237K Buy
+6,983
New +$223K 0.03% 268

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calvert Investment Management's TFC Position: Q1 2017 in Review

Calvert Investment Management sold out of Truist Financial (TFC) in Q1 2017, closing a stake of 55,224 shares — an estimated $2.6M sold.

Calvert Investment Management first reported a position in TFC in Q2 2013 and held it in 15 quarters. The position peaked at $11.4M in Q4 2013. 899 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

  • Calvert Investment Management reported no remaining Truist Financial position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 55,224 Truist Financial shares in Q1 2017, an estimated $2.6M.
  • Calvert Investment Management first reported a position in Truist Financial in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Truist Financial position peaked at $11.4M in Q4 2013.
  • 899 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.