Mariner Wealth Advisors (Cincinnati)’s Truist Financial TFC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$6.75M	Buy	138,991 +6,903	+5%	+$354K	0.37%	70
2018 Q2	$6.66M	Sell	132,088 -3,749	-3%	-$199K	0.39%	62
2018 Q1	$7.07M	Sell	135,837 -5,201	-4%	-$280K	0.43%	55
2017 Q4	$7.01M	Sell	141,038 -494	-0.3%	-$23.8K	0.42%	58
2017 Q3	$6.64M	Sell	141,532 -30,399	-18%	-$1.4M	0.43%	61
2017 Q2	$7.81M	Buy	171,931 +3,388	+2%	+$147K	0.54%	57
2017 Q1	$7.53M	Buy	168,543 +6,299	+4%	+$294K	0.54%	57
2016 Q4	$7.63M	Buy	162,244 +1,185	+0.7%	+$50.4K	0.59%	56
2016 Q3	$6.08M	Buy	161,059 +10,721	+7%	+$399K	0.52%	60
2016 Q2	$5.35M	Buy	150,338 +62,163	+70%	+$2.17M	0.48%	61
2016 Q1	$2.93M	Buy	88,175 +65,036	+281%	+$2.16M	0.29%	72
2015 Q4	$875K	Buy	+23,139	New	+$870K	0.09%	116

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s TFC Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Truist Financial (TFC) stake by 5.2% in Q3 2018, buying an estimated $354K and bringing the position to 138,991 shares worth $6.75M. The position accounts for 0.37% of the portfolio, ranked #70.

Mariner Wealth Advisors (Cincinnati) first reported a position in TFC in Q4 2015 and has held it in 12 quarters since. The position peaked at $7.81M in Q2 2017. 1,025 funds tracked by Wall St. Rank hold TFC as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 138,991 shares of Truist Financial worth $6.75M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 6,903 Truist Financial shares in Q3 2018, an estimated $354K.
Truist Financial made up 0.37% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #70 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Truist Financial in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Truist Financial position peaked at $7.81M in Q2 2017.
1,025 funds tracked by Wall St. Rank held Truist Financial as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.