Guardian Investor Services’s Truist Financial TFC Stock Holding History

Guardian Investor 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
2015 Q1	$194K	Hold	4,983	–	–	0.15%	167
2014 Q4	$194K	Sell	4,983 -121	-2%	-$4.55K	0.15%	162
2014 Q3	$190K	Sell	5,104 -184	-3%	-$6.95K	0.15%	158
2014 Q2	$209K	Sell	5,288 -148	-3%	-$5.67K	0.16%	160
2014 Q1	$218K	Sell	5,436 -204	-4%	-$7.81K	0.17%	152
2013 Q4	$210K	Buy	5,640 +18	+0.3%	+$622	0.16%	152
2013 Q3	$190K	Sell	5,622 -63	-1%	-$2.2K	0.16%	154
2013 Q2	$193K	Buy	+5,685	New	+$181K	0.17%	139

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

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

Guardian Investor Services's TFC Position: Q1 2015 in Review

Guardian Investor Services held its Truist Financial (TFC) position steady in Q1 2015 at 4,983 shares worth $194K. The position accounts for 0.15% of the portfolio, ranked #167.

Guardian Investor Services first reported a position in TFC in Q2 2013 and has held it in 8 quarters since. The position peaked at $218K in Q1 2014. 701 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

Guardian Investor Services held 4,983 shares of Truist Financial worth $194K as of Q1 2015.
Guardian Investor Services left its Truist Financial share count unchanged in Q1 2015.
Truist Financial made up 0.15% of Guardian Investor Services's portfolio in Q1 2015, its #167 holding.
Guardian Investor Services first reported a position in Truist Financial in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Truist Financial position peaked at $218K in Q1 2014.
701 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.