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Mosaic Family Wealth’s Truist Financial TFC Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-38
Closed -$2K – 904
2017
Q3 		$2K Buy
+38
New +$1.75K ﹤0.01% 849
2016
Q1 		– Sell
-13
Closed – – 839
2015
Q4 		$0 Buy
+13
New +$489 ﹤0.01% 780

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Family Wealth's TFC Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Truist Financial (TFC) in Q4 2017, closing a stake of 38 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in TFC in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 983 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Truist Financial position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 38 Truist Financial shares in Q4 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Truist Financial in Q4 2015 and held it in 2 quarters.
  • Mosaic Family Wealth's Truist Financial position peaked at $2K in Q3 2017.
  • 983 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.