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LBA Wealth Management’s Truist Financial TFC Stock Holding History

LBA Wealth 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
2017
Q1 		$51K Hold
1,150
– – 0.03% 194
2016
Q4 		$54K Sell
1,150
-1,400
-55% -$59.6K 0.03% 186
2016
Q3 		$96K Buy
2,550
+100
+4% +$3.73K 0.05% 156
2016
Q2 		$87K Buy
2,450
+1,050
+75% +$36.7K 0.05% 162
2016
Q1 		$47K Sell
1,400
-1,400
-50% -$46.5K 0.03% 198
2015
Q4 		$106K Hold
2,800
– – 0.06% 156
2015
Q3 		$100K Buy
+2,800
New +$108K 0.06% 148
2014
Q4 		– Sell
-125
Closed -$5K – 382
2014
Q3 		$5K Buy
+125
New +$4.72K ﹤0.01% 341

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA Wealth Management's TFC Position: Q1 2017 in Review

LBA Wealth Management held its Truist Financial (TFC) position steady in Q1 2017 at 1,150 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #194.

LBA Wealth Management first reported a position in TFC in Q3 2014 and has held it in 8 quarters since. The position peaked at $106K in Q4 2015. 899 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

  • LBA Wealth Management held 1,150 shares of Truist Financial worth $51K as of Q1 2017.
  • LBA Wealth Management left its Truist Financial share count unchanged in Q1 2017.
  • Truist Financial made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #194 holding.
  • LBA Wealth Management first reported a position in Truist Financial in Q3 2014 and has held it in 8 quarters since.
  • LBA Wealth Management's Truist Financial position peaked at $106K in Q4 2015.
  • 899 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.