OI
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Oakbrook Investments’s Truist Financial TFC Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-16,011
Closed -$902K – 467
2019
Q4 		$902K Sell
16,011
-4,439
-22% -$240K 0.18% 144
2019
Q3 		$1.09M Sell
20,450
-4,800
-19% -$238K 0.07% 218
2019
Q2 		$1.24M Sell
25,250
-960
-4% -$47K 0.07% 219
2019
Q1 		$1.22M Buy
+26,210
New +$1.28M 0.07% 213
2018
Q3 		– Sell
-29,745
Closed -$1.5M – 688
2018
Q2 		$1.5M Sell
29,745
-30,795
-51% -$1.64M 0.09% 151
2018
Q1 		$3.15M Buy
+60,540
New +$3.26M 0.2% 84
2017
Q3 		– Sell
-39,400
Closed -$1.79M – 589
2017
Q2 		$1.79M Sell
39,400
-44,350
-53% -$1.93M 0.12% 140
2017
Q1 		$3.74M Buy
83,750
+41,100
+96% +$1.92M 0.24% 77
2016
Q4 		$2M Sell
42,650
-6,550
-13% -$279K 0.13% 134
2016
Q3 		$1.86M Sell
49,200
-10,100
-17% -$376K 0.11% 154
2016
Q2 		$2.11M Buy
+59,300
New +$2.07M 0.12% 162
2016
Q1 		– Sell
-49,150
Closed -$1.86M – 564
2015
Q4 		$1.86M Buy
+49,150
New +$1.85M 0.12% 150
2014
Q2 		– Sell
-5,850
Closed -$235K – 643
2014
Q1 		$235K Sell
5,850
-4,100
-41% -$157K 0.01% 542
2013
Q4 		$371K Sell
9,950
-137,550
-93% -$4.75M 0.01% 453
2013
Q3 		$4.98M Sell
147,500
-3,250
-2% -$113K 0.15% 159
2013
Q2 		$5.11M Buy
+150,750
New +$4.81M 0.15% 157

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return