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Grimes & Company’s Truist Financial TFC Stock Holding History

Grimes & Company’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
2016
Q2 		– Sell
-11,526
Closed -$383K – 222
2016
Q1 		$383K Buy
+11,526
New +$383K 0.05% 135

Other funds holding TFC

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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Grimes & Company's TFC Position: Q2 2016 in Review

Grimes & Company sold out of Truist Financial (TFC) in Q2 2016, closing a stake of 11,526 shares — an estimated $383K sold.

Grimes & Company first reported a position in TFC in Q1 2016 and held it in 1 quarter. The position peaked at $383K in Q1 2016. 758 funds tracked by Wall St. Rank hold TFC as of Q2 2016.

  • Grimes & Company reported no remaining Truist Financial position as of Q2 2016 after selling out during the quarter.
  • Grimes & Company sold 11,526 Truist Financial shares in Q2 2016, an estimated $383K.
  • Grimes & Company first reported a position in Truist Financial in Q1 2016 and held it in 1 quarter.
  • Grimes & Company's Truist Financial position peaked at $383K in Q1 2016.
  • 758 funds tracked by Wall St. Rank held Truist Financial as of Q2 2016.

Based on Grimes & Company's 13F filing for Q2 2016, filed 25 Jul 2016.