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Mitsubishi UFJ Morgan Stanley Securities’s Truist Financial TFC Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2014
Q4 		$20K Buy
+510
New +$19.2K 0.04% 139
2014
Q3 		– Sell
-680
Closed -$27K – 291
2014
Q2 		$27K Buy
680
+340
+100% +$13K 0.08% 106
2014
Q1 		$14K Sell
340
-350
-51% -$13.4K 0.04% 170
2013
Q4 		$26K Sell
690
-230
-25% -$7.95K 0.04% 148
2013
Q3 		$31K Buy
+920
New +$32.1K 0.05% 136

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's TFC Position: Q4 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities opened a new position in Truist Financial (TFC) in Q4 2014: 510 shares worth $20K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings. This is a return to the name: Mitsubishi UFJ Morgan Stanley Securities previously reported a position in TFC as recently as Q2 2014.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in TFC in Q3 2013 and has held it in 5 quarters since. The position peaked at $31K in Q3 2013. 726 funds tracked by Wall St. Rank hold TFC as of Q4 2014.

  • Mitsubishi UFJ Morgan Stanley Securities held 510 shares of Truist Financial worth $20K as of Q4 2014.
  • Truist Financial was a new Mitsubishi UFJ Morgan Stanley Securities position in Q4 2014.
  • Truist Financial made up 0.04% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q4 2014, its #139 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Truist Financial in Q3 2013 and has held it in 5 quarters since.
  • Mitsubishi UFJ Morgan Stanley Securities's Truist Financial position peaked at $31K in Q3 2013.
  • 726 funds tracked by Wall St. Rank held Truist Financial as of Q4 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2014, filed 17 Feb 2015.