Lupo Securities’s Truist Financial TFC Stock Holding History

Lupo Securities’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
2015 Q2	–	Sell	-6,581	Closed	-$257K	–	383
2015 Q1	$257K	Buy	+6,581	New	+$248K	0.4%	54

Other funds holding TFC

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Lupo Securities's TFC Position: Q2 2015 in Review

Lupo Securities sold out of Truist Financial (TFC) in Q2 2015, closing a stake of 6,581 shares — an estimated $257K sold.

Lupo Securities first reported a position in TFC in Q1 2015 and held it in 1 quarter. The position peaked at $257K in Q1 2015. 729 funds tracked by Wall St. Rank hold TFC as of Q2 2015.

Lupo Securities reported no remaining Truist Financial position as of Q2 2015 after selling out during the quarter.
Lupo Securities sold 6,581 Truist Financial shares in Q2 2015, an estimated $257K.
Lupo Securities first reported a position in Truist Financial in Q1 2015 and held it in 1 quarter.
Lupo Securities's Truist Financial position peaked at $257K in Q1 2015.
729 funds tracked by Wall St. Rank held Truist Financial as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.