Martingale Asset Management’s Truist Financial TFC Stock Holding History

Martingale Asset Management’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
2017 Q2	–	Sell	-5,354	Closed	-$240K	–	994
2017 Q1	$240K	Sell	5,354 -1,517	-22%	-$70.9K	﹤0.01%	903
2016 Q4	$324K	Buy	+6,871	New	+$292K	﹤0.01%	882
2014 Q3	–	Sell	-5,419	Closed	-$214K	–	901
2014 Q2	$214K	Buy	+5,419	New	+$208K	0.01%	836

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Martingale Asset Management's TFC Position: Q2 2017 in Review

Martingale Asset Management sold out of Truist Financial (TFC) in Q2 2017, closing a stake of 5,354 shares — an estimated $240K sold.

Martingale Asset Management first reported a position in TFC in Q2 2014 and held it in 3 quarters. The position peaked at $324K in Q4 2016. 874 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

Martingale Asset Management reported no remaining Truist Financial position as of Q2 2017 after selling out during the quarter.
Martingale Asset Management sold 5,354 Truist Financial shares in Q2 2017, an estimated $240K.
Martingale Asset Management first reported a position in Truist Financial in Q2 2014 and held it in 3 quarters.
Martingale Asset Management's Truist Financial position peaked at $324K in Q4 2016.
874 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on Martingale Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.