MWVC
TFC icon

Morgens Waterfall Vintiadis & Co’s Truist Financial TFC Stock Holding History

Morgens Waterfall Vintiadis & 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
2017
Q2 		– Sell
-12,000
Closed -$536K – 63
2017
Q1 		$536K Buy
+12,000
New +$561K 0.47% 48

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's TFC Position: Q2 2017 in Review

Morgens Waterfall Vintiadis & Co sold out of Truist Financial (TFC) in Q2 2017, closing a stake of 12,000 shares — an estimated $536K sold.

Morgens Waterfall Vintiadis & Co first reported a position in TFC in Q1 2017 and held it in 1 quarter. The position peaked at $536K in Q1 2017. 874 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

  • Morgens Waterfall Vintiadis & Co reported no remaining Truist Financial position as of Q2 2017 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 12,000 Truist Financial shares in Q2 2017, an estimated $536K.
  • Morgens Waterfall Vintiadis & Co first reported a position in Truist Financial in Q1 2017 and held it in 1 quarter.
  • Morgens Waterfall Vintiadis & Co's Truist Financial position peaked at $536K in Q1 2017.
  • 874 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2017, filed 14 Aug 2017.