CFSG
TFC icon

Community Financial Services Group’s Truist Financial TFC Stock Holding History

Community Financial Services Group’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
2015
Q2 		– Sell
-145
Closed -$6K – 328
2015
Q1 		$6K Buy
+145
New +$5.46K ﹤0.01% 261

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Community Financial Services Group's TFC Position: Q2 2015 in Review

Community Financial Services Group sold out of Truist Financial (TFC) in Q2 2015, closing a stake of 145 shares — an estimated $6K sold.

Community Financial Services Group first reported a position in TFC in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 730 funds tracked by Wall St. Rank hold TFC as of Q2 2015.

  • Community Financial Services Group reported no remaining Truist Financial position as of Q2 2015 after selling out during the quarter.
  • Community Financial Services Group sold 145 Truist Financial shares in Q2 2015, an estimated $6K.
  • Community Financial Services Group first reported a position in Truist Financial in Q1 2015 and held it in 1 quarter.
  • Community Financial Services Group's Truist Financial position peaked at $6K in Q1 2015.
  • 730 funds tracked by Wall St. Rank held Truist Financial as of Q2 2015.

Based on Community Financial Services Group's 13F filing for Q2 2015, filed 23 Jul 2015.