Ground Swell Capital’s Truist Financial TFC Stock Holding History

Ground Swell Capital’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 Q3	$45K	Buy	+1,212	New	+$45.8K	0.09%	244

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

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

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

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

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

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

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

Ground Swell Capital's TFC Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Truist Financial (TFC) in Q3 2014: 1,212 shares worth $45K. The stake represents 0.09% of the portfolio and ranks #244 among its holdings.

676 funds tracked by Wall St. Rank hold TFC as of Q3 2014.

Ground Swell Capital held 1,212 shares of Truist Financial worth $45K as of Q3 2014.
Truist Financial was a new Ground Swell Capital position in Q3 2014.
Truist Financial made up 0.09% of Ground Swell Capital's portfolio in Q3 2014, its #244 holding.
676 funds tracked by Wall St. Rank held Truist Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.