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Endex Capital Management’s Truist Financial TFC Stock Holding History

Endex 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
2013
Q4 		$261K Hold
7,004
– – 0.24% 112
2013
Q3 		$236K Hold
7,004
– – 0.24% 108
2013
Q2 		$237K Buy
+7,004
New +$223K 0.25% 101

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Endex Capital Management's TFC Position: Q4 2013 in Review

Endex Capital Management held its Truist Financial (TFC) position steady in Q4 2013 at 7,004 shares worth $261K. The position accounts for 0.24% of the portfolio, ranked #112.

Endex Capital Management first reported a position in TFC in Q2 2013 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold TFC as of Q4 2013.

  • Endex Capital Management held 7,004 shares of Truist Financial worth $261K as of Q4 2013.
  • Endex Capital Management left its Truist Financial share count unchanged in Q4 2013.
  • Truist Financial made up 0.24% of Endex Capital Management's portfolio in Q4 2013, its #112 holding.
  • Endex Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Truist Financial as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.