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Leuthold Group’s Truist Financial TFC Stock Holding History

Leuthold Group’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
Q4 		– Sell
-82,479
Closed -$3.87M – 213
2017
Q3 		$3.87M Sell
82,479
-12,849
-13% -$591K 0.39% 106
2017
Q2 		$4.33M Sell
95,328
-2,421
-2% -$105K 0.46% 86
2017
Q1 		$4.37M Buy
97,749
+85,569
+703% +$4M 0.47% 82
2016
Q4 		$573K Buy
+12,180
New +$518K 0.06% 187
2016
Q1 		– Sell
-131,368
Closed -$4.97M – 214
2015
Q4 		$4.97M Buy
+131,368
New +$4.94M 0.52% 72
2014
Q1 		– Sell
-35,341
Closed -$1.32M – 214
2013
Q4 		$1.32M Sell
35,341
-1,769
-5% -$61.1K 0.12% 167
2013
Q3 		$1.25M Buy
37,110
+413
+1% +$14.4K 0.12% 203
2013
Q2 		$1.24M Buy
+36,697
New +$1.17M 0.12% 207

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Leuthold Group's TFC Position: Q4 2017 in Review

Leuthold Group sold out of Truist Financial (TFC) in Q4 2017, closing a stake of 82,479 shares — an estimated $3.87M sold.

Leuthold Group first reported a position in TFC in Q2 2013 and held it in 8 quarters. The position peaked at $4.97M in Q4 2015. 983 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

  • Leuthold Group reported no remaining Truist Financial position as of Q4 2017 after selling out during the quarter.
  • Leuthold Group sold 82,479 Truist Financial shares in Q4 2017, an estimated $3.87M.
  • Leuthold Group first reported a position in Truist Financial in Q2 2013 and held it in 8 quarters.
  • Leuthold Group's Truist Financial position peaked at $4.97M in Q4 2015.
  • 983 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on Leuthold Group's 13F filing for Q4 2017, filed 14 Feb 2018.