LFR
TFC icon

Lehman Financial Resources’s Truist Financial TFC Stock Holding History

Lehman Financial Resources’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
2014
Q1 		– Sell
-200
Closed -$7K – 414
2013
Q4 		$7K Hold
200
– – ﹤0.01% 303
2013
Q3 		$7K Buy
+200
New +$6.98K ﹤0.01% 288

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lehman Financial Resources's TFC Position: Q1 2014 in Review

Lehman Financial Resources sold out of Truist Financial (TFC) in Q1 2014, closing a stake of 200 shares — an estimated $7K sold.

Lehman Financial Resources first reported a position in TFC in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q4 2013. 683 funds tracked by Wall St. Rank hold TFC as of Q1 2014.

  • Lehman Financial Resources reported no remaining Truist Financial position as of Q1 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 200 Truist Financial shares in Q1 2014, an estimated $7K.
  • Lehman Financial Resources first reported a position in Truist Financial in Q3 2013 and held it in 2 quarters.
  • Lehman Financial Resources's Truist Financial position peaked at $7K in Q4 2013.
  • 683 funds tracked by Wall St. Rank held Truist Financial as of Q1 2014.

Based on Lehman Financial Resources's 13F filing for Q1 2014, filed 15 May 2014.