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Family Management’s Truist Financial TFC Stock Holding History

Family 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
2017
Q3 		– Sell
-53,418
Closed -$2.43M – 73
2017
Q2 		$2.43M Buy
53,418
+9,080
+20% +$394K 1.67% 27
2017
Q1 		$1.98M Buy
44,338
+213
+0.5% +$9.95K 1.36% 24
2016
Q4 		$2.08M Sell
44,125
-1,600
-3% -$68.1K 1.42% 24
2016
Q3 		$1.73M Buy
+45,725
New +$1.7M 0.98% 31

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Family Management's TFC Position: Q3 2017 in Review

Family Management sold out of Truist Financial (TFC) in Q3 2017, closing a stake of 53,418 shares — an estimated $2.43M sold.

Family Management first reported a position in TFC in Q3 2016 and held it in 4 quarters. The position peaked at $2.43M in Q2 2017. 881 funds tracked by Wall St. Rank hold TFC as of Q3 2017.

  • Family Management reported no remaining Truist Financial position as of Q3 2017 after selling out during the quarter.
  • Family Management sold 53,418 Truist Financial shares in Q3 2017, an estimated $2.43M.
  • Family Management first reported a position in Truist Financial in Q3 2016 and held it in 4 quarters.
  • Family Management's Truist Financial position peaked at $2.43M in Q2 2017.
  • 881 funds tracked by Wall St. Rank held Truist Financial as of Q3 2017.

Based on Family Management's 13F filing for Q3 2017, filed 13 Nov 2017.