HFS
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HL Financial Services’s Truist Financial TFC Stock Holding History

HL Financial 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
2019
Q1 		$4.76M Buy
102,234
+17,580
+21% +$858K 0.07% 167
2018
Q4 		$3.67M Buy
84,654
+18,961
+29% +$910K 0.06% 187
2018
Q3 		$3.19M Buy
65,693
+8,041
+14% +$413K 0.05% 231
2018
Q2 		$2.91M Sell
57,652
-393
-0.7% -$20.9K 0.05% 230
2018
Q1 		$3.02M Sell
58,045
-5,343
-8% -$288K 0.05% 211
2017
Q4 		$3.15M Buy
63,388
+11,781
+23% +$569K 0.06% 178
2017
Q3 		$2.42M Sell
51,607
-9,466
-15% -$435K 0.05% 222
2017
Q2 		$2.77M Buy
61,073
+1,338
+2% +$58.1K 0.06% 211
2017
Q1 		$2.67M Sell
59,735
-1,895
-3% -$88.5K 0.05% 209
2016
Q4 		$2.9M Buy
61,630
+881
+1% +$37.5K 0.06% 190
2016
Q3 		$2.29M Buy
60,749
+3,283
+6% +$122K 0.05% 213
2016
Q2 		$2.05M Buy
57,466
+6,379
+12% +$223K 0.05% 213
2016
Q1 		$1.7M Buy
51,087
+3,744
+8% +$124K 0.04% 242
2015
Q4 		$1.79M Buy
47,343
+15,183
+47% +$571K 0.05% 221
2015
Q3 		$1.15M Buy
32,160
+12,709
+65% +$490K 0.03% 259
2015
Q2 		$784K Sell
19,451
-1,153
-6% -$45.6K 0.02% 361
2015
Q1 		$803K Sell
20,604
-65
-0.3% -$2.45K 0.02% 345
2014
Q4 		$804K Buy
20,669
+907
+5% +$34.1K 0.02% 321
2014
Q3 		$735K Sell
19,762
-122
-0.6% -$4.61K 0.02% 327
2014
Q2 		$784K Sell
19,884
-2,043
-9% -$78.3K 0.02% 322
2014
Q1 		$881K Sell
21,927
-647
-3% -$24.8K 0.03% 280
2013
Q4 		$842K Buy
22,574
+576
+3% +$19.9K 0.03% 280
2013
Q3 		$742K Buy
21,998
+449
+2% +$15.7K 0.03% 272
2013
Q2 		$730K Buy
+21,549
New +$687K 0.03% 256

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HL Financial Services's TFC Position: Q1 2019 in Review

HL Financial Services increased its Truist Financial (TFC) stake by 21% in Q1 2019, buying an estimated $858K and bringing the position to 102,234 shares worth $4.76M. The position accounts for 0.07% of the portfolio, ranked #167.

HL Financial Services first reported a position in TFC in Q2 2013 and has held it in 24 quarters since. 1,050 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

  • HL Financial Services held 102,234 shares of Truist Financial worth $4.76M as of Q1 2019.
  • HL Financial Services bought 17,580 Truist Financial shares in Q1 2019, an estimated $858K.
  • Truist Financial made up 0.07% of HL Financial Services's portfolio in Q1 2019, its #167 holding.
  • HL Financial Services first reported a position in Truist Financial in Q2 2013 and has held it in 24 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.