OMCS
Old Mutual Customised Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$741K | 0.24% | 109 |
|
|
2017
Q3 | $1.55M | Buy |
32,963
+2,400
| +8% | +$113K | 0.21% | 118 |
|
|
2017
Q2 | $1.39M | Hold |
30,563
| – | – | 0.2% | 119 |
|
|
2017
Q1 | $1.37M | Buy |
30,563
+2,963
| +11% | +$132K | 0.21% | 118 |
|
|
2016
Q4 | $1.3M | Buy |
27,600
+8,600
| +45% | +$404K | 0.24% | 101 |
|
|
2016
Q3 | $717K | Sell |
19,000
-3,500
| -16% | -$132K | 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% | -$157K | 0.22% | 110 |
|
|
2015
Q2 | $1.08M | Buy |
26,900
+1,200
| +5% | +$48.4K | 0.26% | 89 |
|
|
2015
Q1 | $1M | Buy |
25,700
+7,600
| +42% | +$296K | 0.24% | 94 |
|
|
2014
Q4 | $704K | Buy |
18,100
+700
| +4% | +$27.2K | 0.2% | 117 |
|
|
2014
Q3 | $647K | Sell |
17,400
-2,000
| -10% | -$74.4K | 0.18% | 123 |
|
|
2014
Q2 | $765K | Sell |
19,400
-900
| -4% | -$35.5K | 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% | +$250K | 0.19% | 119 |
|
|
2013
Q2 | $437K | Buy |
+12,900
| New | +$437K | 0.13% | 160 |
|