LifePlan Financial Group’s Truist Financial TFC Stock Holding History

LifePlan Financial 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
2019 Q2	–	Sell	-97	Closed	-$5K	–	569
2019 Q1	$5K	Hold	97	–	–	﹤0.01%	462
2018 Q4	$4K	Hold	97	–	–	﹤0.01%	466
2018 Q3	$5K	Hold	97	–	–	﹤0.01%	449
2018 Q2	$5K	Sell	97 -49	-34%	-$2.6K	﹤0.01%	432
2018 Q1	$8K	Buy	+146	New	+$7.86K	﹤0.01%	385

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's TFC Position: Q2 2019 in Review

LifePlan Financial Group sold out of Truist Financial (TFC) in Q2 2019, closing a stake of 97 shares — an estimated $5K sold.

LifePlan Financial Group first reported a position in TFC in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q1 2018. 1,043 funds tracked by Wall St. Rank hold TFC as of Q2 2019.

LifePlan Financial Group reported no remaining Truist Financial position as of Q2 2019 after selling out during the quarter.
LifePlan Financial Group sold 97 Truist Financial shares in Q2 2019, an estimated $5K.
LifePlan Financial Group first reported a position in Truist Financial in Q1 2018 and held it in 5 quarters.
LifePlan Financial Group's Truist Financial position peaked at $8K in Q1 2018.
1,043 funds tracked by Wall St. Rank held Truist Financial as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.