FP
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Foundry Partners’s Truist Financial TFC Stock Holding History

Foundry 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
2014
Q2 		– Sell
-298,496
Closed -$12M – 288
2014
Q1 		$12M Buy
298,496
+203,952
+216% +$7.81M 1.12% 16
2013
Q4 		$3.53M Buy
+94,544
New +$3.27M 0.32% 105

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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foundry Partners's TFC Position: Q2 2014 in Review

Foundry Partners sold out of Truist Financial (TFC) in Q2 2014, closing a stake of 298,496 shares — an estimated $12M sold.

Foundry Partners first reported a position in TFC in Q4 2013 and held it in 2 quarters. The position peaked at $12M in Q1 2014. 679 funds tracked by Wall St. Rank hold TFC as of Q2 2014.

  • Foundry Partners reported no remaining Truist Financial position as of Q2 2014 after selling out during the quarter.
  • Foundry Partners sold 298,496 Truist Financial shares in Q2 2014, an estimated $12M.
  • Foundry Partners first reported a position in Truist Financial in Q4 2013 and held it in 2 quarters.
  • Foundry Partners's Truist Financial position peaked at $12M in Q1 2014.
  • 679 funds tracked by Wall St. Rank held Truist Financial as of Q2 2014.

Based on Foundry Partners's 13F filing for Q2 2014, filed 7 Jul 2014.