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Ivory Investment Management’s Truist Financial TFC Stock Holding History

Ivory Investment Management’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 		– Sell
-211,996
Closed -$7.05M – 118
2016
Q1 		$7.05M Buy
+211,996
New +$7.04M 0.25% 69

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ivory Investment Management's TFC Position: Q2 2016 in Review

Ivory Investment Management sold out of Truist Financial (TFC) in Q2 2016, closing a stake of 211,996 shares — an estimated $7.05M sold.

Ivory Investment Management first reported a position in TFC in Q1 2016 and held it in 1 quarter. The position peaked at $7.05M in Q1 2016. 758 funds tracked by Wall St. Rank hold TFC as of Q2 2016.

  • Ivory Investment Management reported no remaining Truist Financial position as of Q2 2016 after selling out during the quarter.
  • Ivory Investment Management sold 211,996 Truist Financial shares in Q2 2016, an estimated $7.05M.
  • Ivory Investment Management first reported a position in Truist Financial in Q1 2016 and held it in 1 quarter.
  • Ivory Investment Management's Truist Financial position peaked at $7.05M in Q1 2016.
  • 758 funds tracked by Wall St. Rank held Truist Financial as of Q2 2016.

Based on Ivory Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.