McCollum Christoferson Group’s Truist Financial TFC Stock Holding History

McCollum Christoferson Group’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
2020 Q1	–	Sell	-89,281	Closed	-$5.03M	–	68
2019 Q4	$5.03M	Buy	89,281 +119	+0.1%	+$6.44K	1.69%	32
2019 Q3	$4.75M	Sell	89,162 -1,287	-1%	-$63.8K	1.7%	31
2019 Q2	$4.44M	Buy	90,449 +361	+0.4%	+$17.7K	1.57%	35
2019 Q1	$4.19M	Buy	90,088 +411	+0.5%	+$20.1K	1.55%	34
2018 Q4	$3.88M	Buy	89,677 +734	+0.8%	+$35.2K	1.64%	35
2018 Q3	$4.32M	Buy	88,943 +1,750	+2%	+$89.8K	1.58%	35
2018 Q2	$4.4M	Sell	87,193 -565	-0.6%	-$30K	1.79%	26
2018 Q1	$4.57M	Buy	87,758 +854	+1%	+$46K	1.9%	25
2017 Q4	$4.32M	Buy	+86,904	New	+$4.2M	1.79%	24

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McCollum Christoferson Group's TFC Position: Q1 2020 in Review

McCollum Christoferson Group sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 89,281 shares — an estimated $5.03M sold.

McCollum Christoferson Group first reported a position in TFC in Q4 2017 and held it in 9 quarters. The position peaked at $5.03M in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

McCollum Christoferson Group reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
McCollum Christoferson Group sold 89,281 Truist Financial shares in Q1 2020, an estimated $5.03M.
McCollum Christoferson Group first reported a position in Truist Financial in Q4 2017 and held it in 9 quarters.
McCollum Christoferson Group's Truist Financial position peaked at $5.03M in Q4 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on McCollum Christoferson Group's 13F filing for Q1 2020, filed 13 Apr 2020.