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Partnervest Advisory Services’s Truist Financial TFC Stock Holding History

Partnervest Advisory 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
2014
Q3 		– Sell
-95
Closed -$4K – 724
2014
Q2 		$4K Hold
95
– – ﹤0.01% 892
2014
Q1 		$4K Hold
95
– – ﹤0.01% 861
2013
Q4 		$4K Hold
95
– – ﹤0.01% 832
2013
Q3 		$3K Hold
95
– – ﹤0.01% 908
2013
Q2 		$3K Buy
+95
New +$3.03K ﹤0.01% 843

Other funds holding TFC

Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Partnervest Advisory Services's TFC Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Truist Financial (TFC) in Q3 2014, closing a stake of 95 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in TFC in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q2 2014. 675 funds tracked by Wall St. Rank hold TFC as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Truist Financial position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 95 Truist Financial shares in Q3 2014, an estimated $4K.
  • Partnervest Advisory Services first reported a position in Truist Financial in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Truist Financial position peaked at $4K in Q2 2014.
  • 675 funds tracked by Wall St. Rank held Truist Financial as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.