FDO Partners’s Truist Financial TFC Stock Holding History

FDO Partners’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 Q1	–	Sell	-20,891	Closed	-$1.04M	–	116
2017 Q4	$1.04M	Sell	20,891 -6,918	-25%	-$334K	0.89%	23
2017 Q3	$1.3M	Buy	+27,809	New	+$1.28M	0.52%	78
2017 Q2	–	Sell	-29,920	Closed	-$1.34M	–	295
2017 Q1	$1.34M	Buy	29,920 +12,865	+75%	+$601K	0.33%	127
2016 Q4	$802K	Buy	+17,055	New	+$725K	0.32%	120
2016 Q1	–	Sell	-31,178	Closed	-$1.18M	–	328
2015 Q4	$1.18M	Buy	+31,178	New	+$1.17M	0.67%	52

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FDO Partners's TFC Position: Q1 2018 in Review

FDO Partners sold out of Truist Financial (TFC) in Q1 2018, closing a stake of 20,891 shares — an estimated $1.04M sold.

FDO Partners first reported a position in TFC in Q4 2015 and held it in 5 quarters. The position peaked at $1.34M in Q1 2017. 1,030 funds tracked by Wall St. Rank hold TFC as of Q1 2018.

FDO Partners reported no remaining Truist Financial position as of Q1 2018 after selling out during the quarter.
FDO Partners sold 20,891 Truist Financial shares in Q1 2018, an estimated $1.04M.
FDO Partners first reported a position in Truist Financial in Q4 2015 and held it in 5 quarters.
FDO Partners's Truist Financial position peaked at $1.34M in Q1 2017.
1,030 funds tracked by Wall St. Rank held Truist Financial as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.