Integrated Wealth Counsel’s Truist Financial TFC Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$13K	Sell	271 -338	-56%	-$14.4K	0.03%	144
2016 Q3	$23K	Buy	+609	New	+$22.7K	0.05%	97

Other funds holding TFC

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

BIT

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

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

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Integrated Wealth Counsel's TFC Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its Truist Financial (TFC) stake by 56% in Q4 2016, selling an estimated $14.4K and leaving 271 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #144.

Integrated Wealth Counsel first reported a position in TFC in Q3 2016 and has held it in 2 quarters since. The position peaked at $23K in Q3 2016. 867 funds tracked by Wall St. Rank hold TFC as of Q4 2016.

Integrated Wealth Counsel held 271 shares of Truist Financial worth $13K as of Q4 2016.
Integrated Wealth Counsel sold 338 Truist Financial shares in Q4 2016, an estimated $14.4K.
Truist Financial made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #144 holding.
Integrated Wealth Counsel first reported a position in Truist Financial in Q3 2016 and has held it in 2 quarters since.
Integrated Wealth Counsel's Truist Financial position peaked at $23K in Q3 2016.
867 funds tracked by Wall St. Rank held Truist Financial as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.