Cookson Peirce & Co’s Truist Financial TFC Stock Holding History

Cookson Peirce & Co’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 Q4	–	Sell	-7,585	Closed	-$368K	–	173
2018 Q3	$368K	Buy	7,585 +105	+1%	+$5.39K	0.03%	117
2018 Q2	$377K	Buy	7,480 +10	+0.1%	+$531	0.03%	119
2018 Q1	$389K	Buy	+7,470	New	+$402K	0.04%	125
2017 Q2	–	Sell	-7,470	Closed	-$334K	–	168
2017 Q1	$334K	Buy	7,470 +80	+1%	+$3.74K	0.04%	121
2016 Q4	$347K	Buy	+7,390	New	+$314K	0.05%	113
2014 Q3	–	Sell	-8,910	Closed	-$351K	–	148
2014 Q2	$351K	Buy	+8,910	New	+$342K	0.08%	110

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cookson Peirce & Co's TFC Position: Q4 2018 in Review

Cookson Peirce & Co sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 7,585 shares — an estimated $368K sold.

Cookson Peirce & Co first reported a position in TFC in Q2 2014 and held it in 6 quarters. The position peaked at $389K in Q1 2018. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

Cookson Peirce & Co reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
Cookson Peirce & Co sold 7,585 Truist Financial shares in Q4 2018, an estimated $368K.
Cookson Peirce & Co first reported a position in Truist Financial in Q2 2014 and held it in 6 quarters.
Cookson Peirce & Co's Truist Financial position peaked at $389K in Q1 2018.
1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Cookson Peirce & Co's 13F filing for Q4 2018, filed 7 Feb 2019.