GlobalBridge’s Truist Financial TFC Stock Holding History

GlobalBridge’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 Q1	$1.96M	Buy	48,712 +7,069	+17%	+$271K	0.91%	10
2013 Q4	$1.55M	Sell	41,643 -2,665	-6%	-$92.1K	0.77%	17
2013 Q3	$1.5M	Sell	44,308 -731	-2%	-$25.5K	0.8%	16
2013 Q2	$1.53M	Buy	+45,039	New	+$1.44M	0.83%	16

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GlobalBridge's TFC Position: Q1 2014 in Review

GlobalBridge increased its Truist Financial (TFC) stake by 17% in Q1 2014, buying an estimated $271K and bringing the position to 48,712 shares worth $1.96M. The position accounts for 0.91% of the portfolio, ranked #10.

GlobalBridge first reported a position in TFC in Q2 2013 and has held it in 4 quarters since. 683 funds tracked by Wall St. Rank hold TFC as of Q1 2014.

GlobalBridge held 48,712 shares of Truist Financial worth $1.96M as of Q1 2014.
GlobalBridge bought 7,069 Truist Financial shares in Q1 2014, an estimated $271K.
Truist Financial made up 0.91% of GlobalBridge's portfolio in Q1 2014, its #10 holding.
GlobalBridge first reported a position in Truist Financial in Q2 2013 and has held it in 4 quarters since.
683 funds tracked by Wall St. Rank held Truist Financial as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.