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Independent Portfolio Consultants’s Truist Financial TFC Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$7K Hold
159
– – ﹤0.01% 755
2017
Q1 		$7K Sell
159
-298
-65% -$13.9K ﹤0.01% 778
2016
Q4 		$21K Sell
457
-535
-54% -$22.8K 0.01% 621
2016
Q3 		$37K Hold
992
– – 0.01% 594
2016
Q2 		$35K Sell
992
-10
-1% -$349 0.01% 589
2016
Q1 		$33K Sell
1,002
-240
-19% -$7.97K 0.01% 623
2015
Q4 		$47K Hold
1,242
– – 0.01% 583
2015
Q3 		$44K Sell
1,242
-250
-17% -$9.65K 0.01% 607
2015
Q2 		$60K Sell
1,492
-224
-13% -$8.86K 0.01% 598
2015
Q1 		$67K Sell
1,716
-826
-32% -$31.1K 0.01% 564
2014
Q4 		$99K Sell
2,542
-18,467
-88% -$695K 0.02% 509
2014
Q3 		$782K Buy
21,009
+502
+2% +$19K 0.21% 128
2014
Q2 		$809K Sell
20,507
-630
-3% -$24.2K 0.23% 116
2014
Q1 		$849K Sell
21,137
-2,475
-10% -$94.7K 0.27% 109
2013
Q4 		$881K Buy
23,612
+694
+3% +$24K 0.31% 82
2013
Q3 		$773K Buy
22,918
+380
+2% +$13.3K 0.31% 89
2013
Q2 		$764K Buy
+22,538
New +$719K 0.34% 71

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Portfolio Consultants's TFC Position: Q2 2017 in Review

Independent Portfolio Consultants held its Truist Financial (TFC) position steady in Q2 2017 at 159 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Independent Portfolio Consultants first reported a position in TFC in Q2 2013 and has held it in 17 quarters since. The position peaked at $881K in Q4 2013. 875 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

  • Independent Portfolio Consultants held 159 shares of Truist Financial worth $7K as of Q2 2017.
  • Independent Portfolio Consultants left its Truist Financial share count unchanged in Q2 2017.
  • Truist Financial made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #755 holding.
  • Independent Portfolio Consultants first reported a position in Truist Financial in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Truist Financial position peaked at $881K in Q4 2013.
  • 875 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.