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Columbia Partners Investment Management’s Truist Financial TFC Stock Holding History

Columbia Partners 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
Q4 		– Sell
-15,922
Closed -$600K – 313
2016
Q3 		$600K Buy
+15,922
New +$593K 0.05% 279
2013
Q3 		– Sell
-27,241
Closed -$922K – 348
2013
Q2 		$922K Buy
+27,241
New +$869K 0.04% 257

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Columbia Partners Investment Management's TFC Position: Q4 2016 in Review

Columbia Partners Investment Management sold out of Truist Financial (TFC) in Q4 2016, closing a stake of 15,922 shares — an estimated $600K sold.

Columbia Partners Investment Management first reported a position in TFC in Q2 2013 and held it in 2 quarters. The position peaked at $922K in Q2 2013. 868 funds tracked by Wall St. Rank hold TFC as of Q4 2016.

  • Columbia Partners Investment Management reported no remaining Truist Financial position as of Q4 2016 after selling out during the quarter.
  • Columbia Partners Investment Management sold 15,922 Truist Financial shares in Q4 2016, an estimated $600K.
  • Columbia Partners Investment Management first reported a position in Truist Financial in Q2 2013 and held it in 2 quarters.
  • Columbia Partners Investment Management's Truist Financial position peaked at $922K in Q2 2013.
  • 868 funds tracked by Wall St. Rank held Truist Financial as of Q4 2016.

Based on Columbia Partners Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.