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Monroe Bank & Trust’s Truist Financial TFC Stock Holding History

Monroe Bank & Trust’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
2015
Q1 		– Sell
-233
Closed -$9K – 333
2014
Q4 		$9K Buy
+233
New +$8.77K ﹤0.01% 289
2014
Q3 		– Sell
-233
Closed -$9K – 253
2014
Q2 		$9K Hold
233
– – ﹤0.01% 286
2014
Q1 		$9K Buy
+233
New +$8.92K ﹤0.01% 287

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Monroe Bank & Trust's TFC Position: Q1 2015 in Review

Monroe Bank & Trust sold out of Truist Financial (TFC) in Q1 2015, closing a stake of 233 shares — an estimated $9K sold.

Monroe Bank & Trust first reported a position in TFC in Q1 2014 and held it in 3 quarters. The position peaked at $9K in Q4 2014. 700 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

  • Monroe Bank & Trust reported no remaining Truist Financial position as of Q1 2015 after selling out during the quarter.
  • Monroe Bank & Trust sold 233 Truist Financial shares in Q1 2015, an estimated $9K.
  • Monroe Bank & Trust first reported a position in Truist Financial in Q1 2014 and held it in 3 quarters.
  • Monroe Bank & Trust's Truist Financial position peaked at $9K in Q4 2014.
  • 700 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Monroe Bank & Trust's 13F filing for Q1 2015, filed 28 Apr 2015.