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

Mariner Wealth Advisors (NYC)’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 Q1	$8K	Buy	+207	New	+$7.8K	﹤0.01%	421

Other funds holding TFC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s TFC Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Truist Financial (TFC) in Q1 2015: 207 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

701 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

Mariner Wealth Advisors (NYC) held 207 shares of Truist Financial worth $8K as of Q1 2015.
Truist Financial was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Truist Financial made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #421 holding.
701 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.