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Delphi Private Advisors’s Truist Financial TFC Stock Holding History

Delphi Private 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 		– Sell
-29
Closed -$1K – 271
2016
Q4 		$1K Hold
29
– – ﹤0.01% 242
2016
Q3 		$1K Hold
29
– – ﹤0.01% 405
2016
Q2 		$1K Hold
29
– – ﹤0.01% 422
2016
Q1 		$1K Sell
29
-8
-22% -$266 ﹤0.01% 289
2015
Q4 		$1K Buy
+37
New +$1.39K ﹤0.01% 333

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delphi Private Advisors's TFC Position: Q1 2017 in Review

Delphi Private Advisors sold out of Truist Financial (TFC) in Q1 2017, closing a stake of 29 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in TFC in Q4 2015 and held it in 5 quarters. The position peaked at $1K in Q4 2016. 899 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

  • Delphi Private Advisors reported no remaining Truist Financial position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 29 Truist Financial shares in Q1 2017, an estimated $1K.
  • Delphi Private Advisors first reported a position in Truist Financial in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Truist Financial position peaked at $1K in Q4 2016.
  • 899 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.