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Founders Bank & Trust’s Truist Financial TFC Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$118K Hold
3,043
– – 0.06% 132
2014
Q3 		$114K Hold
3,043
– – 0.06% 132
2014
Q2 		$120K Hold
3,043
– – 0.07% 125
2014
Q1 		$122K Sell
3,043
-525
-15% -$20.1K 0.07% 110
2013
Q4 		$131K Sell
3,568
-32
-0.9% -$1.11K 0.08% 108
2013
Q3 		$122K Hold
3,600
– – 0.06% 105
2013
Q2 		$122K Buy
+3,600
New +$115K 0.07% 100

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $60.8B AUM 26.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Founders Bank & Trust's TFC Position: Q4 2014 in Review

Founders Bank & Trust held its Truist Financial (TFC) position steady in Q4 2014 at 3,043 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #132.

Founders Bank & Trust first reported a position in TFC in Q2 2013 and has held it in 7 quarters since. The position peaked at $131K in Q4 2013. 727 funds tracked by Wall St. Rank hold TFC as of Q4 2014.

  • Founders Bank & Trust held 3,043 shares of Truist Financial worth $118K as of Q4 2014.
  • Founders Bank & Trust left its Truist Financial share count unchanged in Q4 2014.
  • Truist Financial made up 0.06% of Founders Bank & Trust's portfolio in Q4 2014, its #132 holding.
  • Founders Bank & Trust first reported a position in Truist Financial in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Truist Financial position peaked at $131K in Q4 2013.
  • 727 funds tracked by Wall St. Rank held Truist Financial as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.