Northwestern Mutual Investment Services’s Truist Financial TFC Stock Holding History

Northwestern Mutual Investment Services’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 Q4	–	Sell	-51	Closed	-$2K	–	336
2015 Q3	$2K	Buy	+51	New	+$1.97K	﹤0.01%	189
2014 Q2	–	Sell	-1	Closed	–	–	163
2014 Q1	$0	Buy	+1	New	+$38	﹤0.01%	136

Other funds holding TFC

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Northwestern Mutual Investment Services's TFC Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Truist Financial (TFC) in Q4 2015, closing a stake of 51 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in TFC in Q1 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 760 funds tracked by Wall St. Rank hold TFC as of Q4 2015.

Northwestern Mutual Investment Services reported no remaining Truist Financial position as of Q4 2015 after selling out during the quarter.
Northwestern Mutual Investment Services sold 51 Truist Financial shares in Q4 2015, an estimated $2K.
Northwestern Mutual Investment Services first reported a position in Truist Financial in Q1 2014 and held it in 2 quarters.
Northwestern Mutual Investment Services's Truist Financial position peaked at $2K in Q3 2015.
760 funds tracked by Wall St. Rank held Truist Financial as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.