Crosspoint Capital Strategies’s Truist Financial TFC Stock Holding History

Crosspoint Capital Strategies’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 Q4	–	Sell	-16,600	Closed	-$591K	–	1187
2015 Q3	$591K	Sell	16,600 -8,651	-34%	-$334K	0.69%	39
2015 Q2	$1.02M	Sell	25,251 -2,199	-8%	-$87K	0.29%	72
2015 Q1	$1.07M	Buy	27,450 +2,915	+12%	+$110K	0.52%	60
2014 Q4	$954K	Buy	24,535 +22,935	+1,433%	+$863K	0.33%	93
2014 Q3	$60K	Hold	1,600	–	–	0.04%	203
2014 Q2	$60K	Sell	1,600 -1,100	-41%	-$42.2K	0.02%	229
2014 Q1	$108K	Hold	2,700	–	–	0.04%	174
2013 Q4	$102K	Buy	+2,700	New	+$93.3K	0.03%	191

Other funds holding TFC

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Crosspoint Capital Strategies's TFC Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of Truist Financial (TFC) in Q4 2015, closing a stake of 16,600 shares — an estimated $591K sold.

Crosspoint Capital Strategies first reported a position in TFC in Q4 2013 and held it in 8 quarters. The position peaked at $1.07M in Q1 2015. 760 funds tracked by Wall St. Rank hold TFC as of Q4 2015.

Crosspoint Capital Strategies reported no remaining Truist Financial position as of Q4 2015 after selling out during the quarter.
Crosspoint Capital Strategies sold 16,600 Truist Financial shares in Q4 2015, an estimated $591K.
Crosspoint Capital Strategies first reported a position in Truist Financial in Q4 2013 and held it in 8 quarters.
Crosspoint Capital Strategies's Truist Financial position peaked at $1.07M in Q1 2015.
760 funds tracked by Wall St. Rank held Truist Financial as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.