Fusion Family Wealth’s Truist Financial TFC Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-85	Closed	-$4K	–	318
2017 Q1	$4K	Buy	+85	New	+$3.97K	﹤0.01%	241

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

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

Fusion Family Wealth's TFC Position: Q2 2017 in Review

Fusion Family Wealth sold out of Truist Financial (TFC) in Q2 2017, closing a stake of 85 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in TFC in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 874 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

Fusion Family Wealth reported no remaining Truist Financial position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 85 Truist Financial shares in Q2 2017, an estimated $4K.
Fusion Family Wealth first reported a position in Truist Financial in Q1 2017 and held it in 1 quarter.
Fusion Family Wealth's Truist Financial position peaked at $4K in Q1 2017.
874 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.