National Planning Corporation’s Truist Financial TFC Stock Holding History

National Planning Corporation’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	-2,907	Closed	-$108K	–	1916
2014 Q4	$108K	Buy	+2,907	New	+$109K	0.01%	892
2014 Q2	–	Sell	-6,443	Closed	-$262K	–	772
2014 Q1	$262K	Hold	6,443	–	–	0.02%	569
2013 Q4	$241K	Sell	6,443 -325	-5%	-$11.2K	0.02%	584
2013 Q3	$230K	Buy	+6,768	New	+$236K	0.02%	558

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

National Planning Corporation's TFC Position: Q1 2015 in Review

National Planning Corporation sold out of Truist Financial (TFC) in Q1 2015, closing a stake of 2,907 shares — an estimated $108K sold.

National Planning Corporation first reported a position in TFC in Q3 2013 and held it in 4 quarters. The position peaked at $262K in Q1 2014. 700 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

National Planning Corporation reported no remaining Truist Financial position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 2,907 Truist Financial shares in Q1 2015, an estimated $108K.
National Planning Corporation first reported a position in Truist Financial in Q3 2013 and held it in 4 quarters.
National Planning Corporation's Truist Financial position peaked at $262K in Q1 2014.
700 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.