Next Capital Management’s Truist Financial TFC Stock Holding History

Next 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
2019 Q3	–	Sell	-32	Closed	-$2K	–	752
2019 Q2	$2K	Buy	+32	New	+$1.57K	﹤0.01%	771

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $59B AUM 32.99% 1-Year Est. Return

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

Next Capital Management's TFC Position: Q3 2019 in Review

Next Capital Management sold out of Truist Financial (TFC) in Q3 2019, closing a stake of 32 shares — an estimated $2K sold.

Next Capital Management first reported a position in TFC in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 1,032 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

Next Capital Management reported no remaining Truist Financial position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 32 Truist Financial shares in Q3 2019, an estimated $2K.
Next Capital Management first reported a position in Truist Financial in Q2 2019 and held it in 1 quarter.
Next Capital Management's Truist Financial position peaked at $2K in Q2 2019.
1,032 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.