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Gary Goldberg Planning Services’s Truist Financial TFC Stock Holding History

Gary Goldberg Planning Services’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 		– Sell
-74
Closed -$3K – 488
2014
Q3 		$3K Buy
+74
New +$2.79K ﹤0.01% 446

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gary Goldberg Planning Services's TFC Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Truist Financial (TFC) in Q4 2014, closing a stake of 74 shares — an estimated $3K sold.

Gary Goldberg Planning Services first reported a position in TFC in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 726 funds tracked by Wall St. Rank hold TFC as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Truist Financial position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 74 Truist Financial shares in Q4 2014, an estimated $3K.
  • Gary Goldberg Planning Services first reported a position in Truist Financial in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Truist Financial position peaked at $3K in Q3 2014.
  • 726 funds tracked by Wall St. Rank held Truist Financial as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.