CIA
TFC icon

Choate Investment Advisors’s Truist Financial TFC Stock Holding History

Choate Investment Advisors’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
2014
Q2 		– Sell
-5,935
Closed -$238K – 315
2014
Q1 		$238K Buy
+5,935
New +$227K 0.01% 250
2013
Q4 		– Sell
-8,845
Closed -$299K – 268
2013
Q3 		$299K Sell
8,845
-1,000
-10% -$34.9K 0.02% 215
2013
Q2 		$334K Buy
+9,845
New +$314K 0.03% 204

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Choate Investment Advisors's TFC Position: Q2 2014 in Review

Choate Investment Advisors sold out of Truist Financial (TFC) in Q2 2014, closing a stake of 5,935 shares — an estimated $238K sold.

Choate Investment Advisors first reported a position in TFC in Q2 2013 and held it in 3 quarters. The position peaked at $334K in Q2 2013. 679 funds tracked by Wall St. Rank hold TFC as of Q2 2014.

  • Choate Investment Advisors reported no remaining Truist Financial position as of Q2 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 5,935 Truist Financial shares in Q2 2014, an estimated $238K.
  • Choate Investment Advisors first reported a position in Truist Financial in Q2 2013 and held it in 3 quarters.
  • Choate Investment Advisors's Truist Financial position peaked at $334K in Q2 2013.
  • 679 funds tracked by Wall St. Rank held Truist Financial as of Q2 2014.

Based on Choate Investment Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.