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Haberer Registered Investment Advisor’s Truist Financial TFC Stock Holding History

Haberer Registered Investment Advisor’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 		$1K Hold
16
– – ﹤0.01% 300
2014
Q4 		$1K Hold
16
– – ﹤0.01% 312
2014
Q3 		$1K Hold
16
– – ﹤0.01% 384
2014
Q2 		$1K Hold
16
– – ﹤0.01% 398
2014
Q1 		$1K Hold
16
– – ﹤0.01% 388
2013
Q4 		$1K Hold
16
– – ﹤0.01% 401
2013
Q3 		$1K Hold
16
– – ﹤0.01% 426
2013
Q2 		$1K Buy
+16
New +$510 ﹤0.01% 461

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Haberer Registered Investment Advisor's TFC Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its Truist Financial (TFC) position steady in Q1 2015 at 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Haberer Registered Investment Advisor first reported a position in TFC in Q2 2013 and has held it in 8 quarters since. 700 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

  • Haberer Registered Investment Advisor held 16 shares of Truist Financial worth $1K as of Q1 2015.
  • Haberer Registered Investment Advisor left its Truist Financial share count unchanged in Q1 2015.
  • Truist Financial made up ﹤0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #300 holding.
  • Haberer Registered Investment Advisor first reported a position in Truist Financial in Q2 2013 and has held it in 8 quarters since.
  • 700 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.