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EverPoint Asset Management’s Truist Financial TFC Stock Holding History

EverPoint Asset 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
2015
Q4 		– Sell
-250,000
Closed -$8.9M – 527
2015
Q3 		$8.9M Buy
+250,000
New +$9.65M 0.23% 132

Other funds holding TFC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 $1.56T 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

EverPoint Asset Management's TFC Position: Q4 2015 in Review

EverPoint Asset Management sold out of Truist Financial (TFC) in Q4 2015, closing a stake of 250,000 shares — an estimated $8.9M sold.

EverPoint Asset Management first reported a position in TFC in Q3 2015 and held it in 1 quarter. The position peaked at $8.9M in Q3 2015. 761 funds tracked by Wall St. Rank hold TFC as of Q4 2015.

  • EverPoint Asset Management reported no remaining Truist Financial position as of Q4 2015 after selling out during the quarter.
  • EverPoint Asset Management sold 250,000 Truist Financial shares in Q4 2015, an estimated $8.9M.
  • EverPoint Asset Management first reported a position in Truist Financial in Q3 2015 and held it in 1 quarter.
  • EverPoint Asset Management's Truist Financial position peaked at $8.9M in Q3 2015.
  • 761 funds tracked by Wall St. Rank held Truist Financial as of Q4 2015.

Based on EverPoint Asset Management's 13F filing for Q4 2015, filed 16 Feb 2016.