Investors Capital Advisory Services’s Truist Financial TFC Stock Holding History

Investors Capital Advisory Services’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 Q2	$236K	Buy	6,637 +68	+1%	+$2.38K	0.05%	520
2016 Q1	$218K	Sell	6,569 -5,425	-45%	-$180K	0.04%	543
2015 Q4	$453K	Buy	11,994 +1	+0%	+$38	0.09%	322
2015 Q3	$426K	Sell	11,993 -224	-2%	-$8.64K	0.09%	327
2015 Q2	$492K	Buy	12,217 +329	+3%	+$13K	0.09%	321
2015 Q1	$463K	Buy	11,888 +5,490	+86%	+$207K	0.09%	330
2014 Q4	$248K	Sell	6,398 -492	-7%	-$18.5K	0.05%	510
2014 Q3	$256K	Buy	+6,890	New	+$260K	0.05%	481

Other funds holding TFC

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

BFA

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Investors Capital Advisory Services's TFC Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Truist Financial (TFC) stake by 1% in Q2 2016, buying an estimated $2.38K and bringing the position to 6,637 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #520.

Investors Capital Advisory Services first reported a position in TFC in Q3 2014 and has held it in 8 quarters since. The position peaked at $492K in Q2 2015. 758 funds tracked by Wall St. Rank hold TFC as of Q2 2016.

Investors Capital Advisory Services held 6,637 shares of Truist Financial worth $236K as of Q2 2016.
Investors Capital Advisory Services bought 68 Truist Financial shares in Q2 2016, an estimated $2.38K.
Truist Financial made up 0.05% of Investors Capital Advisory Services's portfolio in Q2 2016, its #520 holding.
Investors Capital Advisory Services first reported a position in Truist Financial in Q3 2014 and has held it in 8 quarters since.
Investors Capital Advisory Services's Truist Financial position peaked at $492K in Q2 2015.
758 funds tracked by Wall St. Rank held Truist Financial as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.