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Clearwater Capital Advisors’s Truist Financial TFC Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-260
Closed -$14K – 513
2018
Q1 		$14K Buy
+260
New +$14K ﹤0.01% 443

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clearwater Capital Advisors's TFC Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Truist Financial (TFC) in Q2 2018, closing a stake of 260 shares — an estimated $14K sold.

Clearwater Capital Advisors first reported a position in TFC in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 1,031 funds tracked by Wall St. Rank hold TFC as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Truist Financial position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 260 Truist Financial shares in Q2 2018, an estimated $14K.
  • Clearwater Capital Advisors first reported a position in Truist Financial in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Truist Financial position peaked at $14K in Q1 2018.
  • 1,031 funds tracked by Wall St. Rank held Truist Financial as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.