Karp Capital Management’s Truist Financial TFC Stock Holding History

Karp Capital 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
2015 Q4	–	Sell	-588	Closed	-$21K	–	264
2015 Q3	$21K	Hold	588	–	–	0.01%	231
2015 Q2	$24K	Hold	588	–	–	0.02%	234
2015 Q1	$23K	Sell	588 -87	-13%	-$3.28K	0.02%	238
2014 Q4	$26K	Buy	+675	New	+$25.4K	0.02%	213

Other funds holding TFC

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

Karp Capital Management's TFC Position: Q4 2015 in Review

Karp Capital Management sold out of Truist Financial (TFC) in Q4 2015, closing a stake of 588 shares — an estimated $21K sold.

Karp Capital Management first reported a position in TFC in Q4 2014 and held it in 4 quarters. The position peaked at $26K in Q4 2014. 760 funds tracked by Wall St. Rank hold TFC as of Q4 2015.

Karp Capital Management reported no remaining Truist Financial position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 588 Truist Financial shares in Q4 2015, an estimated $21K.
Karp Capital Management first reported a position in Truist Financial in Q4 2014 and held it in 4 quarters.
Karp Capital Management's Truist Financial position peaked at $26K in Q4 2014.
760 funds tracked by Wall St. Rank held Truist Financial as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.