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Delpha Capital Management’s Truist Financial TFC Stock Holding History

Delpha Capital Management’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
Q1 		$340K Buy
6,526
+4,399
+207% +$237K 0.47% 66
2017
Q4 		$106K Buy
+2,127
New +$103K 0.12% 137

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Delpha Capital Management's TFC Position: Q1 2018 in Review

Delpha Capital Management increased its Truist Financial (TFC) stake by 207% in Q1 2018, buying an estimated $237K and bringing the position to 6,526 shares worth $340K. The position accounts for 0.47% of the portfolio, ranked #66.

Delpha Capital Management first reported a position in TFC in Q4 2017 and has held it in 2 quarters since. 1,031 funds tracked by Wall St. Rank hold TFC as of Q1 2018.

  • Delpha Capital Management held 6,526 shares of Truist Financial worth $340K as of Q1 2018.
  • Delpha Capital Management bought 4,399 Truist Financial shares in Q1 2018, an estimated $237K.
  • Truist Financial made up 0.47% of Delpha Capital Management's portfolio in Q1 2018, its #66 holding.
  • Delpha Capital Management first reported a position in Truist Financial in Q4 2017 and has held it in 2 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Truist Financial as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.