LP
TFC icon

Longview Partners’s Truist Financial TFC Stock Holding History

Longview Partners’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
2016
Q4 		– Sell
-16,914,498
Closed -$638M – 28
2016
Q3 		$638M Buy
16,914,498
+188,000
+1% +$7M 4.13% 18
2016
Q2 		$596M Sell
16,726,498
-165,600
-1% -$5.79M 3.96% 18
2016
Q1 		$562M Buy
16,892,098
+960,641
+6% +$31.9M 3.74% 21
2015
Q4 		$602M Buy
15,931,457
+1,128,112
+8% +$42.4M 4.11% 19
2015
Q3 		$527M Sell
14,803,345
-123,337
-0.8% -$4.76M 3.72% 19
2015
Q2 		$602M Sell
14,926,682
-457,359
-3% -$18.1M 3.95% 17
2015
Q1 		$600M Buy
15,384,041
+592,016
+4% +$22.3M 4.16% 17
2014
Q4 		$575M Sell
14,792,025
-85,027
-0.6% -$3.2M 4.24% 17
2014
Q3 		$554M Sell
14,877,052
-204,685
-1% -$7.73M 4.4% 17
2014
Q2 		$595M Sell
15,081,737
-354,006
-2% -$13.6M 4.7% 17
2014
Q1 		$620M Sell
15,435,743
-174,240
-1% -$6.67M 4.82% 17
2013
Q4 		$583M Buy
15,609,983
+1,063,750
+7% +$36.8M 4.83% 16
2013
Q3 		$491M Sell
14,546,233
-362,850
-2% -$12.7M 4.56% 16
2013
Q2 		$505M Buy
+14,909,083
New +$476M 5.02% 9

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Longview Partners's TFC Position: Q4 2016 in Review

Longview Partners sold out of Truist Financial (TFC) in Q4 2016, closing a stake of 16,914,498 shares — an estimated $638M sold.

Longview Partners first reported a position in TFC in Q2 2013 and held it in 14 quarters. The position peaked at $638M in Q3 2016. 868 funds tracked by Wall St. Rank hold TFC as of Q4 2016.

  • Longview Partners reported no remaining Truist Financial position as of Q4 2016 after selling out during the quarter.
  • Longview Partners sold 16,914,498 Truist Financial shares in Q4 2016, an estimated $638M.
  • Longview Partners first reported a position in Truist Financial in Q2 2013 and held it in 14 quarters.
  • Longview Partners's Truist Financial position peaked at $638M in Q3 2016.
  • 868 funds tracked by Wall St. Rank held Truist Financial as of Q4 2016.

Based on Longview Partners's 13F filing for Q4 2016, filed 10 Feb 2017.