Crow Point Partners’s Truist Financial TFC Stock Holding History

Crow Point 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
2018 Q2	–	Sell	-1,732	Closed	-$90K	–	227
2018 Q1	$90K	Buy	+1,732	New	+$93.3K	0.02%	143

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crow Point Partners's TFC Position: Q2 2018 in Review

Crow Point Partners sold out of Truist Financial (TFC) in Q2 2018, closing a stake of 1,732 shares — an estimated $90K sold.

Crow Point Partners first reported a position in TFC in Q1 2018 and held it in 1 quarter. The position peaked at $90K in Q1 2018. 1,031 funds tracked by Wall St. Rank hold TFC as of Q2 2018.

Crow Point Partners reported no remaining Truist Financial position as of Q2 2018 after selling out during the quarter.
Crow Point Partners sold 1,732 Truist Financial shares in Q2 2018, an estimated $90K.
Crow Point Partners first reported a position in Truist Financial in Q1 2018 and held it in 1 quarter.
Crow Point Partners's Truist Financial position peaked at $90K in Q1 2018.
1,031 funds tracked by Wall St. Rank held Truist Financial as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.