Old Mutual Customised Solutions’s Truist Financial TFC Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$2.41M	Hold	47,863	–	–	0.24%	101
2018 Q1	$2.49M	Hold	47,863	–	–	0.25%	99
2017 Q4	$2.38M	Buy	47,863 +14,900	+45%	+$719K	0.24%	109
2017 Q3	$1.55M	Buy	32,963 +2,400	+8%	+$110K	0.21%	118
2017 Q2	$1.39M	Hold	30,563	–	–	0.2%	119
2017 Q1	$1.37M	Buy	30,563 +2,963	+11%	+$138K	0.21%	118
2016 Q4	$1.3M	Buy	27,600 +8,600	+45%	+$366K	0.24%	101
2016 Q3	$717K	Sell	19,000 -3,500	-16%	-$130K	0.21%	112
2016 Q2	$801K	Hold	22,500	–	–	0.2%	113
2016 Q1	$749K	Hold	22,500	–	–	0.19%	121
2015 Q4	$851K	Hold	22,500	–	–	0.21%	107
2015 Q3	$801K	Sell	22,500 -4,400	-16%	-$170K	0.22%	110
2015 Q2	$1.08M	Buy	26,900 +1,200	+5%	+$47.5K	0.26%	89
2015 Q1	$1M	Buy	25,700 +7,600	+42%	+$286K	0.24%	94
2014 Q4	$704K	Buy	18,100 +700	+4%	+$26.3K	0.2%	117
2014 Q3	$647K	Sell	17,400 -2,000	-10%	-$75.5K	0.18%	123
2014 Q2	$765K	Sell	19,400 -900	-4%	-$34.5K	0.18%	123
2014 Q1	$815K	Hold	20,300	–	–	0.2%	103
2013 Q4	$758K	Hold	20,300	–	–	0.2%	112
2013 Q3	$685K	Buy	20,300 +7,400	+57%	+$258K	0.19%	119
2013 Q2	$437K	Buy	+12,900	New	+$412K	0.13%	160

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Old Mutual Customised Solutions's TFC Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Truist Financial (TFC) position steady in Q2 2018 at 47,863 shares worth $2.41M. The position accounts for 0.24% of the portfolio, ranked #101.

Old Mutual Customised Solutions first reported a position in TFC in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.49M in Q1 2018. 1,031 funds tracked by Wall St. Rank hold TFC as of Q2 2018.

Old Mutual Customised Solutions held 47,863 shares of Truist Financial worth $2.41M as of Q2 2018.
Old Mutual Customised Solutions left its Truist Financial share count unchanged in Q2 2018.
Truist Financial made up 0.24% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #101 holding.
Old Mutual Customised Solutions first reported a position in Truist Financial in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Truist Financial position peaked at $2.49M in Q1 2018.
1,031 funds tracked by Wall St. Rank held Truist Financial as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.