IC
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Institutional Capital’s Truist Financial TFC Stock Holding History

Institutional Capital’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
2014
Q1 		– Sell
-68
Closed -$2K – 48
2013
Q4 		$2K Sell
68
-12,606,910
-100% -$436M ﹤0.01% 44
2013
Q3 		$425M Buy
12,606,978
+1,732,082
+16% +$60.5M 2.18% 25
2013
Q2 		$368M Buy
+10,874,896
New +$347M 1.9% 26

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Institutional Capital's TFC Position: Q1 2014 in Review

Institutional Capital sold out of Truist Financial (TFC) in Q1 2014, closing a stake of 68 shares — an estimated $2K sold.

Institutional Capital first reported a position in TFC in Q2 2013 and held it in 3 quarters. The position peaked at $425M in Q3 2013. 683 funds tracked by Wall St. Rank hold TFC as of Q1 2014.

  • Institutional Capital reported no remaining Truist Financial position as of Q1 2014 after selling out during the quarter.
  • Institutional Capital sold 68 Truist Financial shares in Q1 2014, an estimated $2K.
  • Institutional Capital first reported a position in Truist Financial in Q2 2013 and held it in 3 quarters.
  • Institutional Capital's Truist Financial position peaked at $425M in Q3 2013.
  • 683 funds tracked by Wall St. Rank held Truist Financial as of Q1 2014.

Based on Institutional Capital's 13F filing for Q1 2014, filed 13 May 2014.