Clear Perspective Advisors’s Truist Financial TFC Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-1,385	Closed	-$70K	–	399
2018 Q2	$70K	Buy	1,385 +360	+35%	+$19.1K	0.05%	224
2018 Q1	$53K	Buy	+1,025	New	+$55.2K	0.04%	233

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clear Perspective Advisors's TFC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Truist Financial (TFC) in Q3 2018, closing a stake of 1,385 shares — an estimated $70K sold.

Clear Perspective Advisors first reported a position in TFC in Q1 2018 and held it in 2 quarters. The position peaked at $70K in Q2 2018. 1,025 funds tracked by Wall St. Rank hold TFC as of Q3 2018.

Clear Perspective Advisors reported no remaining Truist Financial position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,385 Truist Financial shares in Q3 2018, an estimated $70K.
Clear Perspective Advisors first reported a position in Truist Financial in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's Truist Financial position peaked at $70K in Q2 2018.
1,025 funds tracked by Wall St. Rank held Truist Financial as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.