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Dunvegan Associates’s Truist Financial TFC Stock Holding History

Dunvegan Associates’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
2015
Q4 		$12K Hold
310
– – 0.01% 156
2015
Q3 		$11K Hold
310
– – 0.01% 159
2015
Q2 		$12K Hold
310
– – 0.01% 153
2015
Q1 		$12K Hold
310
– – 0.01% 162
2014
Q4 		$12K Hold
310
– – 0.01% 158
2014
Q3 		$12K Hold
310
– – 0.01% 151
2014
Q2 		$12K Hold
310
– – 0.01% 151
2014
Q1 		$12K Buy
+310
New +$11.9K 0.01% 163

Other funds holding TFC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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