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Edge Advisors’s Truist Financial TFC Stock Holding History

Edge 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
2018
Q2 		$8.36M Sell
165,801
-23,920
-13% -$1.27M 0.75% 34
2018
Q1 		$9.87M Buy
189,721
+11,280
+6% +$608K 0.93% 19
2017
Q4 		$8.87M Buy
178,441
+385
+0.2% +$18.6K 0.87% 20
2017
Q3 		$8.36M Buy
178,056
+36,625
+26% +$1.68M 0.91% 23
2017
Q2 		$6.42M Buy
141,431
+21,372
+18% +$928K 0.73% 33
2017
Q1 		$5.37M Buy
120,059
+6,496
+6% +$304K 0.66% 37
2016
Q4 		$5.34M Buy
+113,563
New +$4.83M 0.69% 35

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
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 $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edge Advisors's TFC Position: Q2 2018 in Review

Edge Advisors reduced its Truist Financial (TFC) stake by 13% in Q2 2018, selling an estimated $1.27M and leaving 165,801 shares worth $8.36M. The position accounts for 0.75% of the portfolio, ranked #34.

Edge Advisors first reported a position in TFC in Q4 2016 and has held it in 7 quarters since. The position peaked at $9.87M in Q1 2018. 1,031 funds tracked by Wall St. Rank hold TFC as of Q2 2018.

  • Edge Advisors held 165,801 shares of Truist Financial worth $8.36M as of Q2 2018.
  • Edge Advisors sold 23,920 Truist Financial shares in Q2 2018, an estimated $1.27M.
  • Truist Financial made up 0.75% of Edge Advisors's portfolio in Q2 2018, its #34 holding.
  • Edge Advisors first reported a position in Truist Financial in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Truist Financial position peaked at $9.87M in Q1 2018.
  • 1,031 funds tracked by Wall St. Rank held Truist Financial as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.