MTC
TFC icon

McDaniel Terry & Co’s Truist Financial TFC Stock Holding History

McDaniel Terry & Co’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
2016
Q1 		– Sell
-11,390
Closed -$431K – 50
2015
Q4 		$431K Hold
11,390
– – 0.11% 37
2015
Q3 		$405K Buy
+11,390
New +$439K 0.11% 36

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

McDaniel Terry & Co's TFC Position: Q1 2016 in Review

McDaniel Terry & Co sold out of Truist Financial (TFC) in Q1 2016, closing a stake of 11,390 shares — an estimated $431K sold.

McDaniel Terry & Co first reported a position in TFC in Q3 2015 and held it in 2 quarters. The position peaked at $431K in Q4 2015. 759 funds tracked by Wall St. Rank hold TFC as of Q1 2016.

  • McDaniel Terry & Co reported no remaining Truist Financial position as of Q1 2016 after selling out during the quarter.
  • McDaniel Terry & Co sold 11,390 Truist Financial shares in Q1 2016, an estimated $431K.
  • McDaniel Terry & Co first reported a position in Truist Financial in Q3 2015 and held it in 2 quarters.
  • McDaniel Terry & Co's Truist Financial position peaked at $431K in Q4 2015.
  • 759 funds tracked by Wall St. Rank held Truist Financial as of Q1 2016.

Based on McDaniel Terry & Co's 13F filing for Q1 2016, filed 16 May 2016.