Peachtree Investment Advisors’s Truist Financial TFC Stock Holding History

Peachtree Investment Advisors’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 Q3	–	Sell	-107,738	Closed	-$4.34M	–	238
2015 Q2	$4.34M	Sell	107,738 -12,526	-10%	-$496K	3.24%	4
2015 Q1	$4.69M	Hold	120,264	–	–	3.36%	5
2014 Q4	$4.68M	Sell	120,264 -50	-0%	-$1.88K	3.14%	5
2014 Q3	$4.48M	Hold	120,314	–	–	2.99%	4
2014 Q2	$4.74M	Buy	120,314 +1,500	+1%	+$57.5K	3.17%	5
2014 Q1	$4.77M	Hold	118,814	–	–	3.25%	3
2013 Q4	$4.43M	Buy	+118,814	New	+$4.11M	3.02%	3

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Peachtree Investment Advisors's TFC Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Truist Financial (TFC) in Q3 2015, closing a stake of 107,738 shares — an estimated $4.34M sold.

Peachtree Investment Advisors first reported a position in TFC in Q4 2013 and held it in 7 quarters. The position peaked at $4.77M in Q1 2014. 752 funds tracked by Wall St. Rank hold TFC as of Q3 2015.

Peachtree Investment Advisors reported no remaining Truist Financial position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 107,738 Truist Financial shares in Q3 2015, an estimated $4.34M.
Peachtree Investment Advisors first reported a position in Truist Financial in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's Truist Financial position peaked at $4.77M in Q1 2014.
752 funds tracked by Wall St. Rank held Truist Financial as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.