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Mechanics Bank - Trust Department’s Truist Financial TFC Stock Holding History

Mechanics Bank - Trust Department’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
Q4 		– Sell
-11,000
Closed -$281K – 170
2016
Q3 		$281K Buy
+11,000
New +$410K 0.07% 144

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mechanics Bank - Trust Department's TFC Position: Q4 2016 in Review

Mechanics Bank - Trust Department sold out of Truist Financial (TFC) in Q4 2016, closing a stake of 11,000 shares — an estimated $281K sold.

Mechanics Bank - Trust Department first reported a position in TFC in Q3 2016 and held it in 1 quarter. The position peaked at $281K in Q3 2016. 867 funds tracked by Wall St. Rank hold TFC as of Q4 2016.

  • Mechanics Bank - Trust Department reported no remaining Truist Financial position as of Q4 2016 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 11,000 Truist Financial shares in Q4 2016, an estimated $281K.
  • Mechanics Bank - Trust Department first reported a position in Truist Financial in Q3 2016 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's Truist Financial position peaked at $281K in Q3 2016.
  • 867 funds tracked by Wall St. Rank held Truist Financial as of Q4 2016.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2016, filed 25 Jan 2017.