L.J. Altfest & Co’s Truist Financial TFC Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-5,551	Closed	-$216K	–	122
2014 Q4	$216K	Buy	+5,551	New	+$209K	0.18%	104
2014 Q2	–	Sell	-5,548	Closed	-$214K	–	87
2014 Q1	$214K	Buy	+5,548	New	+$212K	0.2%	97

Other funds holding TFC

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

L.J. Altfest & Co's TFC Position: Q1 2015 in Review

L.J. Altfest & Co sold out of Truist Financial (TFC) in Q1 2015, closing a stake of 5,551 shares — an estimated $216K sold.

L.J. Altfest & Co first reported a position in TFC in Q1 2014 and held it in 2 quarters. The position peaked at $216K in Q4 2014. 700 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

L.J. Altfest & Co reported no remaining Truist Financial position as of Q1 2015 after selling out during the quarter.
L.J. Altfest & Co sold 5,551 Truist Financial shares in Q1 2015, an estimated $216K.
L.J. Altfest & Co first reported a position in Truist Financial in Q1 2014 and held it in 2 quarters.
L.J. Altfest & Co's Truist Financial position peaked at $216K in Q4 2014.
700 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on L.J. Altfest & Co's 13F filing for Q1 2015, filed 20 Apr 2015.