New York Life Trust’s Truist Financial TFC Stock Holding History

New York Life Trust’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 Q1	$2K	Sell	34 -16	-32%	-$748	0.1%	172
2016 Q4	$2K	Buy	+50	New	+$2.13K	0.01%	212
2015 Q2	–	Sell	-389	Closed	-$15K	–	239
2015 Q1	$15K	Buy	+389	New	+$14.7K	0.06%	186

Other funds holding TFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Trust's TFC Position: Q1 2017 in Review

New York Life Trust reduced its Truist Financial (TFC) stake by 32% in Q1 2017, selling an estimated $748 and leaving 34 shares worth $2K. The position accounts for 0.1% of the portfolio, ranked #172.

New York Life Trust first reported a position in TFC in Q1 2015 and has held it in 3 quarters since. The position peaked at $15K in Q1 2015. 900 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

New York Life Trust held 34 shares of Truist Financial worth $2K as of Q1 2017.
New York Life Trust sold 16 Truist Financial shares in Q1 2017, an estimated $748.
Truist Financial made up 0.1% of New York Life Trust's portfolio in Q1 2017, its #172 holding.
New York Life Trust first reported a position in Truist Financial in Q1 2015 and has held it in 3 quarters since.
New York Life Trust's Truist Financial position peaked at $15K in Q1 2015.
900 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.