Index Management Solutions’s Truist Financial TFC Stock Holding History

Index Management Solutions’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 Q3	$51K	Buy	1,428 +125	+10%	+$4.82K	0.05%	174
2015 Q2	$53K	Buy	1,303 +716	+122%	+$28.3K	0.05%	222
2015 Q1	$23K	Sell	587 -341	-37%	-$12.9K	0.02%	337
2014 Q4	$36K	Sell	928 -6,709	-88%	-$253K	0.01%	551
2014 Q3	$284K	Buy	7,637 +6,715	+728%	+$254K	0.03%	484
2014 Q2	$36K	Sell	922 -183	-17%	-$7.02K	﹤0.01%	893
2014 Q1	$44K	Sell	1,105 -1,380	-56%	-$52.8K	0.01%	897
2013 Q4	$93K	Buy	2,485 +254	+11%	+$8.78K	0.02%	214
2013 Q3	$75K	Buy	+2,231	New	+$77.9K	0.02%	278

Other funds holding TFC

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Index Management Solutions's TFC Position: Q3 2015 in Review

Index Management Solutions increased its Truist Financial (TFC) stake by 9.6% in Q3 2015, buying an estimated $4.82K and bringing the position to 1,428 shares worth $51K. The position accounts for 0.05% of the portfolio, ranked #174.

Index Management Solutions first reported a position in TFC in Q3 2013 and has held it in 9 quarters since. The position peaked at $284K in Q3 2014. 752 funds tracked by Wall St. Rank hold TFC as of Q3 2015.

Index Management Solutions held 1,428 shares of Truist Financial worth $51K as of Q3 2015.
Index Management Solutions bought 125 Truist Financial shares in Q3 2015, an estimated $4.82K.
Truist Financial made up 0.05% of Index Management Solutions's portfolio in Q3 2015, its #174 holding.
Index Management Solutions first reported a position in Truist Financial in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Truist Financial position peaked at $284K in Q3 2014.
752 funds tracked by Wall St. Rank held Truist Financial as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.