Narwhal Capital Management’s Truist Financial TFC Stock Holding History

Narwhal Capital Management’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	-5,722	Closed	-$223K	–	132
2014 Q4	$223K	Hold	5,722	–	–	0.09%	127
2014 Q3	$213K	Sell	5,722 -500	-8%	-$18.9K	0.09%	134
2014 Q2	$245K	Sell	6,222 -800	-11%	-$30.7K	0.09%	135
2014 Q1	$282K	Sell	7,022 -700	-9%	-$26.8K	0.12%	127
2013 Q4	$288K	Hold	7,722	–	–	0.12%	124
2013 Q3	$261K	Hold	7,722	–	–	0.12%	124
2013 Q2	$262K	Buy	+7,722	New	+$246K	0.13%	121

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Narwhal Capital Management's TFC Position: Q1 2015 in Review

Narwhal Capital Management sold out of Truist Financial (TFC) in Q1 2015, closing a stake of 5,722 shares — an estimated $223K sold.

Narwhal Capital Management first reported a position in TFC in Q2 2013 and held it in 7 quarters. The position peaked at $288K in Q4 2013. 700 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

Narwhal Capital Management reported no remaining Truist Financial position as of Q1 2015 after selling out during the quarter.
Narwhal Capital Management sold 5,722 Truist Financial shares in Q1 2015, an estimated $223K.
Narwhal Capital Management first reported a position in Truist Financial in Q2 2013 and held it in 7 quarters.
Narwhal Capital Management's Truist Financial position peaked at $288K in Q4 2013.
700 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Narwhal Capital Management's 13F filing for Q1 2015, filed 28 Apr 2015.