CC
TFC icon

Curian Capital’s Truist Financial TFC Stock Holding History

Curian Capital’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
2016
Q1 		– Sell
-48,227
Closed -$1.82M – 340
2015
Q4 		$1.82M Sell
48,227
-96,930
-67% -$3.65M 0.14% 162
2015
Q3 		$5.17M Buy
+145,157
New +$5.6M 0.14% 175
2014
Q2 		– Sell
-194,776
Closed -$7.82M – 609
2014
Q1 		$7.82M Buy
194,776
+7,066
+4% +$270K 0.14% 173
2013
Q4 		$7M Buy
187,710
+4,081
+2% +$141K 0.12% 183
2013
Q3 		$6.2M Buy
183,629
+6,578
+4% +$230K 0.11% 181
2013
Q2 		$6M Buy
+177,051
New +$5.65M 0.11% 175

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Curian Capital's TFC Position: Q1 2016 in Review

Curian Capital sold out of Truist Financial (TFC) in Q1 2016, closing a stake of 48,227 shares — an estimated $1.82M sold.

Curian Capital first reported a position in TFC in Q2 2013 and held it in 6 quarters. The position peaked at $7.82M in Q1 2014. 759 funds tracked by Wall St. Rank hold TFC as of Q1 2016.

  • Curian Capital reported no remaining Truist Financial position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 48,227 Truist Financial shares in Q1 2016, an estimated $1.82M.
  • Curian Capital first reported a position in Truist Financial in Q2 2013 and held it in 6 quarters.
  • Curian Capital's Truist Financial position peaked at $7.82M in Q1 2014.
  • 759 funds tracked by Wall St. Rank held Truist Financial as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.