CT Financial Advisors’s Truist Financial TFC Stock Holding History

CT Financial Advisors’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 Q1	$28.3K	Buy	633 +333	+111%	+$15.6K	0.02%	321
2016 Q4	$14.1K	Hold	300	–	–	0.01%	389
2016 Q3	$11.3K	Hold	300	–	–	0.01%	415
2016 Q2	$10.7K	Hold	300	–	–	0.01%	418
2016 Q1	$9.98K	Hold	300	–	–	0.01%	446
2015 Q4	$11.3K	Hold	300	–	–	0.01%	440
2015 Q3	$10.7K	Hold	300	–	–	0.01%	455
2015 Q2	$12.1K	Hold	300	–	–	0.01%	446
2015 Q1	$11.7K	Hold	300	–	–	0.01%	448
2014 Q4	$11.7K	Buy	+300	New	+$11.3K	0.01%	369
2014 Q1	$11.7K	Buy	+300	New	+$11.5K	0.01%	448

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CT Financial Advisors's TFC Position: Q1 2017 in Review

CT Financial Advisors increased its Truist Financial (TFC) stake by 111% in Q1 2017, buying an estimated $15.6K and bringing the position to 633 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #321.

CT Financial Advisors first reported a position in TFC in Q1 2014 and has held it in 11 quarters since. 899 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

CT Financial Advisors held 633 shares of Truist Financial worth $28.3K as of Q1 2017.
CT Financial Advisors bought 333 Truist Financial shares in Q1 2017, an estimated $15.6K.
Truist Financial made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #321 holding.
CT Financial Advisors first reported a position in Truist Financial in Q1 2014 and has held it in 11 quarters since.
899 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.