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CCM Investment Advisers’s Truist Financial TFC Stock Holding History

CCM Investment Advisers’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
2019
Q1 		– Sell
-7,875
Closed -$341K – 86
2018
Q4 		$341K Sell
7,875
-27
-0.3% -$1.3K 0.07% 70
2018
Q3 		$383K Sell
7,902
-13
-0.2% -$667 0.07% 73
2018
Q2 		$399K Buy
7,915
+180
+2% +$9.56K 0.08% 73
2018
Q1 		$402K Sell
7,735
-307
-4% -$16.5K 0.08% 66
2017
Q4 		$399K Buy
8,042
+133
+2% +$6.42K 0.08% 71
2017
Q3 		$371K Hold
7,909
– – 0.07% 73
2017
Q2 		$359K Buy
7,909
+27
+0.3% +$1.17K 0.07% 73
2017
Q1 		$352K Hold
7,882
– – 0.07% 80
2016
Q4 		$370K Sell
7,882
-3,000
-28% -$128K 0.08% 78
2016
Q3 		$410K Sell
10,882
-120
-1% -$4.47K 0.09% 78
2016
Q2 		$391K Buy
11,002
+175
+2% +$6.12K 0.04% 100
2016
Q1 		$360K Sell
10,827
-2,200
-17% -$73.1K 0.03% 80
2015
Q4 		$492K Sell
13,027
-3,850
-23% -$145K 0.05% 75
2015
Q3 		$600K Sell
16,877
-550
-3% -$21.2K 0.06% 72
2015
Q2 		$702K Sell
17,427
-4,880
-22% -$193K 0.06% 86
2015
Q1 		$869K Sell
22,307
-16,355
-42% -$616K 0.08% 83
2014
Q4 		$1.5M Sell
38,662
-67,990
-64% -$2.56M 0.14% 67
2014
Q3 		$3.97M Sell
106,652
-414,895
-80% -$15.7M 0.35% 57
2014
Q2 		$20.6M Buy
521,547
+19,392
+4% +$744K 1.88% 25
2014
Q1 		$20.2M Sell
502,155
-10,705
-2% -$410K 2% 21
2013
Q4 		$19.1M Buy
512,860
+1,995
+0.4% +$68.9K 1.79% 22
2013
Q3 		$17.2M Buy
510,865
+15,491
+3% +$541K 1.71% 21
2013
Q2 		$16.8M Buy
+495,374
New +$15.8M 1.73% 20

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM Investment Advisers's TFC Position: Q1 2019 in Review

CCM Investment Advisers sold out of Truist Financial (TFC) in Q1 2019, closing a stake of 7,875 shares — an estimated $341K sold.

CCM Investment Advisers first reported a position in TFC in Q2 2013 and held it in 23 quarters. The position peaked at $20.6M in Q2 2014. 1,050 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

  • CCM Investment Advisers reported no remaining Truist Financial position as of Q1 2019 after selling out during the quarter.
  • CCM Investment Advisers sold 7,875 Truist Financial shares in Q1 2019, an estimated $341K.
  • CCM Investment Advisers first reported a position in Truist Financial in Q2 2013 and held it in 23 quarters.
  • CCM Investment Advisers's Truist Financial position peaked at $20.6M in Q2 2014.
  • 1,050 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on CCM Investment Advisers's 13F filing for Q1 2019, filed 2 May 2019.