MWP
TFC icon

MYCIO Wealth Partners’s Truist Financial TFC Stock Holding History

MYCIO Wealth Partners’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
-4,733
Closed -$212K – 254
2017
Q1 		$212K Buy
+4,733
New +$221K 0.03% 223
2016
Q4 		– Sell
-3,946
Closed -$149K – 603
2016
Q3 		$149K Buy
3,946
+3,846
+3,846% +$143K 0.02% 209
2016
Q2 		$4K Hold
100
– – ﹤0.01% 730
2016
Q1 		$3K Hold
100
– – ﹤0.01% 664
2015
Q4 		$4K Sell
100
-80
-44% -$3.01K ﹤0.01% 633
2015
Q3 		$6K Hold
180
– – ﹤0.01% 643
2015
Q2 		$7K Buy
180
+80
+80% +$3.17K ﹤0.01% 564
2015
Q1 		$4K Buy
+100
New +$3.77K ﹤0.01% 568

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

MYCIO Wealth Partners's TFC Position: Q2 2017 in Review

MYCIO Wealth Partners sold out of Truist Financial (TFC) in Q2 2017, closing a stake of 4,733 shares — an estimated $212K sold.

MYCIO Wealth Partners first reported a position in TFC in Q1 2015 and held it in 8 quarters. The position peaked at $212K in Q1 2017. 874 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

  • MYCIO Wealth Partners reported no remaining Truist Financial position as of Q2 2017 after selling out during the quarter.
  • MYCIO Wealth Partners sold 4,733 Truist Financial shares in Q2 2017, an estimated $212K.
  • MYCIO Wealth Partners first reported a position in Truist Financial in Q1 2015 and held it in 8 quarters.
  • MYCIO Wealth Partners's Truist Financial position peaked at $212K in Q1 2017.
  • 874 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on MYCIO Wealth Partners's 13F filing for Q2 2017, filed 8 Aug 2017.