Concert Wealth Management’s Truist Financial TFC Stock Holding History

Concert Wealth 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
2017 Q2	–	Sell	-5,670	Closed	-$268K	–	412
2017 Q1	$268K	Buy	5,670 +901	+19%	+$42.1K	0.06%	377
2016 Q4	$226K	Sell	4,769 -823	-15%	-$35K	0.05%	429
2016 Q3	$212K	Sell	5,592 -263	-4%	-$9.8K	0.03%	626
2016 Q2	$210K	Buy	+5,855	New	+$205K	0.03%	593
2016 Q1	–	Sell	-6,125	Closed	-$231K	–	714
2015 Q4	$231K	Sell	6,125 -1,138	-16%	-$42.8K	0.03%	553
2015 Q3	$260K	Buy	7,263 +219	+3%	+$8.45K	0.04%	523
2015 Q2	$283K	Buy	+7,044	New	+$279K	0.04%	523
2015 Q1	–	Sell	-6,866	Closed	-$269K	–	609
2014 Q4	$269K	Buy	+6,866	New	+$258K	0.04%	489
2014 Q3	–	Sell	-5,422	Closed	-$201K	–	579
2014 Q2	$201K	Buy	+5,422	New	+$208K	0.02%	519

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Concert Wealth Management's TFC Position: Q2 2017 in Review

Concert Wealth Management sold out of Truist Financial (TFC) in Q2 2017, closing a stake of 5,670 shares — an estimated $268K sold.

Concert Wealth Management first reported a position in TFC in Q2 2014 and held it in 9 quarters. The position peaked at $283K in Q2 2015. 874 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

Concert Wealth Management reported no remaining Truist Financial position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 5,670 Truist Financial shares in Q2 2017, an estimated $268K.
Concert Wealth Management first reported a position in Truist Financial in Q2 2014 and held it in 9 quarters.
Concert Wealth Management's Truist Financial position peaked at $283K in Q2 2015.
874 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.