Gideon Capital Advisors’s Truist Financial TFC Stock Holding History

Gideon Capital Advisors’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
2019 Q3	–	Sell	-81,114	Closed	-$3.98M	–	398
2019 Q2	$3.98M	Buy	+81,114	New	+$3.97M	1.38%	6
2019 Q1	–	Sell	-32,283	Closed	-$1.4M	–	511
2018 Q4	$1.4M	Buy	32,283 +16,175	+100%	+$777K	0.57%	41
2018 Q3	$782K	Sell	16,108 -1,817	-10%	-$93.2K	0.37%	72
2018 Q2	$904K	Buy	17,925 +11,153	+165%	+$593K	0.45%	49
2018 Q1	$352K	Buy	+6,772	New	+$365K	0.22%	189
2017 Q2	–	Sell	-17,834	Closed	-$797K	–	398
2017 Q1	$797K	Buy	+17,834	New	+$833K	0.47%	35
2016 Q4	–	Sell	-52,799	Closed	-$1.99M	–	474
2016 Q3	$1.99M	Buy	+52,799	New	+$1.97M	1.2%	23
2016 Q2	–	Sell	-38,028	Closed	-$1.26M	–	250
2016 Q1	$1.26M	Buy	+38,028	New	+$1.26M	1.58%	13
2015 Q3	–	Sell	-63,753	Closed	-$2.57M	–	322
2015 Q2	$2.57M	Buy	+63,753	New	+$2.52M	1.06%	20

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Gideon Capital Advisors's TFC Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Truist Financial (TFC) in Q3 2019, closing a stake of 81,114 shares — an estimated $3.98M sold.

Gideon Capital Advisors first reported a position in TFC in Q2 2015 and held it in 9 quarters. The position peaked at $3.98M in Q2 2019. 1,033 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

Gideon Capital Advisors reported no remaining Truist Financial position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 81,114 Truist Financial shares in Q3 2019, an estimated $3.98M.
Gideon Capital Advisors first reported a position in Truist Financial in Q2 2015 and held it in 9 quarters.
Gideon Capital Advisors's Truist Financial position peaked at $3.98M in Q2 2019.
1,033 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.