Cornerstone Financial Partners’s Truist Financial TFC Stock Holding History

Cornerstone Financial Partners’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 Q4	$416K	Buy	+8,386	New	+$405K	0.14%	101
2017 Q1	–	Sell	-4,380	Closed	-$205K	–	170
2016 Q4	$205K	Buy	+4,380	New	+$186K	0.07%	151
2016 Q1	–	Sell	-5,535	Closed	-$210K	–	178
2015 Q4	$210K	Buy	+5,535	New	+$208K	0.08%	135

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Financial Partners's TFC Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in Truist Financial (TFC) in Q4 2017: 8,386 shares worth $416K. The stake represents 0.14% of the portfolio and ranks #101 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in TFC as recently as Q4 2016.

Cornerstone Financial Partners first reported a position in TFC in Q4 2015 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

Cornerstone Financial Partners held 8,386 shares of Truist Financial worth $416K as of Q4 2017.
Truist Financial was a new Cornerstone Financial Partners position in Q4 2017.
Truist Financial made up 0.14% of Cornerstone Financial Partners's portfolio in Q4 2017, its #101 holding.
Cornerstone Financial Partners first reported a position in Truist Financial in Q4 2015 and has held it in 3 quarters since.
984 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.