CIM
TFC icon

Cetera Investment Management’s Truist Financial TFC Stock Holding History

Cetera 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
2016
Q2 		– Sell
-17,668
Closed -$587K – 124
2016
Q1 		$587K Sell
17,668
-52,400
-75% -$1.74M 0.3% 91
2015
Q4 		$2.69M Buy
+70,068
New +$2.64M 1.09% 25

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cetera Investment Management's TFC Position: Q2 2016 in Review

Cetera Investment Management sold out of Truist Financial (TFC) in Q2 2016, closing a stake of 17,668 shares — an estimated $587K sold.

Cetera Investment Management first reported a position in TFC in Q4 2015 and held it in 2 quarters. The position peaked at $2.69M in Q4 2015. 758 funds tracked by Wall St. Rank hold TFC as of Q2 2016.

  • Cetera Investment Management reported no remaining Truist Financial position as of Q2 2016 after selling out during the quarter.
  • Cetera Investment Management sold 17,668 Truist Financial shares in Q2 2016, an estimated $587K.
  • Cetera Investment Management first reported a position in Truist Financial in Q4 2015 and held it in 2 quarters.
  • Cetera Investment Management's Truist Financial position peaked at $2.69M in Q4 2015.
  • 758 funds tracked by Wall St. Rank held Truist Financial as of Q2 2016.

Based on Cetera Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.