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Invictus RG’s Truist Financial TFC Stock Holding History

Invictus RG’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
Q3 		– Sell
-276
Closed -$13K – 703
2017
Q2 		$13K Sell
276
-361
-57% -$15.7K 0.01% 546
2017
Q1 		$28K Buy
+637
New +$29.8K 0.02% 589
2016
Q2 		– Sell
-283
Closed -$9K – 724
2016
Q1 		$9K Buy
+283
New +$9.4K 0.01% 504

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invictus RG's TFC Position: Q3 2017 in Review

Invictus RG sold out of Truist Financial (TFC) in Q3 2017, closing a stake of 276 shares — an estimated $13K sold.

Invictus RG first reported a position in TFC in Q1 2016 and held it in 3 quarters. The position peaked at $28K in Q1 2017. 880 funds tracked by Wall St. Rank hold TFC as of Q3 2017.

  • Invictus RG reported no remaining Truist Financial position as of Q3 2017 after selling out during the quarter.
  • Invictus RG sold 276 Truist Financial shares in Q3 2017, an estimated $13K.
  • Invictus RG first reported a position in Truist Financial in Q1 2016 and held it in 3 quarters.
  • Invictus RG's Truist Financial position peaked at $28K in Q1 2017.
  • 880 funds tracked by Wall St. Rank held Truist Financial as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.