Davidson Investment Advisors’s Truist Financial TFC Stock Holding History

Davidson Investment 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 Q3	–	Sell	-250	Closed	-$11K	–	174
2017 Q2	$11K	Hold	250	–	–	﹤0.01%	176
2017 Q1	$11K	Buy	+250	New	+$11.7K	﹤0.01%	178
2014 Q4	–	Sell	-1,856	Closed	-$62K	–	183
2014 Q3	$62K	Buy	+1,856	New	+$70.1K	﹤0.01%	169
2014 Q1	–	Sell	-1,856	Closed	-$69K	–	173
2013 Q4	$69K	Hold	1,856	–	–	0.01%	140
2013 Q3	$62K	Hold	1,856	–	–	0.01%	141
2013 Q2	$62K	Buy	+1,856	New	+$59.2K	0.01%	144

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Davidson Investment Advisors's TFC Position: Q3 2017 in Review

Davidson Investment Advisors sold out of Truist Financial (TFC) in Q3 2017, closing a stake of 250 shares — an estimated $11K sold.

Davidson Investment Advisors first reported a position in TFC in Q2 2013 and held it in 6 quarters. The position peaked at $69K in Q4 2013. 880 funds tracked by Wall St. Rank hold TFC as of Q3 2017.

Davidson Investment Advisors reported no remaining Truist Financial position as of Q3 2017 after selling out during the quarter.
Davidson Investment Advisors sold 250 Truist Financial shares in Q3 2017, an estimated $11K.
Davidson Investment Advisors first reported a position in Truist Financial in Q2 2013 and held it in 6 quarters.
Davidson Investment Advisors's Truist Financial position peaked at $69K in Q4 2013.
880 funds tracked by Wall St. Rank held Truist Financial as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.