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Jamison Eaton & Wood’s Truist Financial TFC Stock Holding History

Jamison Eaton & Wood’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
2013
Q4 		– Sell
-2,789
Closed -$94K – 198
2013
Q3 		$94K Buy
+2,789
New +$97.4K 0.03% 141

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 $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
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jamison Eaton & Wood's TFC Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of Truist Financial (TFC) in Q4 2013, closing a stake of 2,789 shares — an estimated $94K sold.

Jamison Eaton & Wood first reported a position in TFC in Q3 2013 and held it in 1 quarter. The position peaked at $94K in Q3 2013. 669 funds tracked by Wall St. Rank hold TFC as of Q4 2013.

  • Jamison Eaton & Wood reported no remaining Truist Financial position as of Q4 2013 after selling out during the quarter.
  • Jamison Eaton & Wood sold 2,789 Truist Financial shares in Q4 2013, an estimated $94K.
  • Jamison Eaton & Wood first reported a position in Truist Financial in Q3 2013 and held it in 1 quarter.
  • Jamison Eaton & Wood's Truist Financial position peaked at $94K in Q3 2013.
  • 669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.