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CrestPoint Capital Management’s Truist Financial TFC Stock Holding History

CrestPoint Capital 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
Q4 		$1.6M Hold
32,200
– – 0.89% 32
2017
Q3 		$1.51M Sell
32,200
-200
-0.6% -$9.19K 0.67% 43
2017
Q2 		$1.47M Buy
+32,400
New +$1.41M 0.69% 44

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CrestPoint Capital Management's TFC Position: Q4 2017 in Review

CrestPoint Capital Management held its Truist Financial (TFC) position steady in Q4 2017 at 32,200 shares worth $1.6M. The position accounts for 0.89% of the portfolio, ranked #32.

CrestPoint Capital Management first reported a position in TFC in Q2 2017 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

  • CrestPoint Capital Management held 32,200 shares of Truist Financial worth $1.6M as of Q4 2017.
  • CrestPoint Capital Management left its Truist Financial share count unchanged in Q4 2017.
  • Truist Financial made up 0.89% of CrestPoint Capital Management's portfolio in Q4 2017, its #32 holding.
  • CrestPoint Capital Management first reported a position in Truist Financial in Q2 2017 and has held it in 3 quarters since.
  • 984 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.