IberiaBank’s Truist Financial TFC Stock Holding History

IberiaBank’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 Q3	–	Sell	-8,580	Closed	-$422K	–	244
2019 Q2	$422K	Buy	+8,580	New	+$420K	0.05%	181
2018 Q2	–	Sell	-4,480	Closed	-$233K	–	222
2018 Q1	$233K	Buy	4,480 +464	+12%	+$25K	0.05%	197
2017 Q4	$202K	Buy	+4,016	New	+$194K	0.03%	232
2017 Q3	–	Sell	-13,785	Closed	-$626K	–	231
2017 Q2	$626K	Sell	13,785 -51,894	-79%	-$2.25M	0.19%	113
2017 Q1	$2.94M	Sell	65,679 -688	-1%	-$32.1K	0.92%	41
2016 Q4	$3.12M	Buy	66,367 +8,730	+15%	+$371K	1.14%	39
2016 Q3	$2.17M	Sell	57,637 -53,573	-48%	-$2M	0.93%	42
2016 Q2	$3.96M	Buy	111,210 +16,896	+18%	+$590K	1.74%	20
2016 Q1	$3.14M	Buy	94,314 +2,359	+3%	+$78.4K	1.48%	31
2015 Q4	$3.48M	Buy	91,955 +10,008	+12%	+$376K	1.56%	27
2015 Q3	$2.92M	Sell	81,947 -13,623	-14%	-$526K	1.5%	28
2015 Q2	$3.85M	Buy	95,570 +33,429	+54%	+$1.32M	1.72%	19
2015 Q1	$2.42M	Buy	62,141 +14,764	+31%	+$556K	1.09%	36
2014 Q4	$1.84M	Sell	47,377 -2,742	-5%	-$103K	1.01%	40
2014 Q3	$1.86M	Buy	50,119 +4,841	+11%	+$183K	1.05%	38
2014 Q2	$1.78M	Buy	45,278 +406	+0.9%	+$15.6K	1%	40
2014 Q1	$1.8M	Buy	44,872 +2,031	+5%	+$77.7K	1.11%	36
2013 Q4	$1.6M	Sell	42,841 -391	-0.9%	-$13.5K	1.04%	38
2013 Q3	$1.46M	Buy	43,232 +6,537	+18%	+$228K	0.96%	42
2013 Q2	$1.24M	Buy	+36,695	New	+$1.17M	0.94%	42

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IberiaBank's TFC Position: Q3 2019 in Review

IberiaBank sold out of Truist Financial (TFC) in Q3 2019, closing a stake of 8,580 shares — an estimated $422K sold.

IberiaBank first reported a position in TFC in Q2 2013 and held it in 20 quarters. The position peaked at $3.96M in Q2 2016. 1,032 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

IberiaBank reported no remaining Truist Financial position as of Q3 2019 after selling out during the quarter.
IberiaBank sold 8,580 Truist Financial shares in Q3 2019, an estimated $422K.
IberiaBank first reported a position in Truist Financial in Q2 2013 and held it in 20 quarters.
IberiaBank's Truist Financial position peaked at $3.96M in Q2 2016.
1,032 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on IberiaBank's 13F filing for Q3 2019, filed 25 Oct 2019.