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PHH Investments’s Truist Financial TFC Stock Holding History

PHH 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
2018
Q3 		– Sell
-20,463
Closed -$1.03M – 86
2018
Q2 		$1.03M Sell
20,463
-183
-0.9% -$9.72K 0.31% 51
2018
Q1 		$1.07M Sell
20,646
-1,376
-6% -$74.1K 0.33% 48
2017
Q4 		$1.09M Buy
22,022
+67
+0.3% +$3.23K 0.33% 49
2017
Q3 		$1.03M Sell
21,955
-1,995
-8% -$91.7K 0.35% 49
2017
Q2 		$1.09M Buy
23,950
+325
+1% +$14.1K 0.37% 47
2017
Q1 		$1.06M Buy
23,625
+12,380
+110% +$578K 0.39% 48
2016
Q4 		$531K Buy
+11,245
New +$478K 0.21% 58

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PHH Investments's TFC Position: Q3 2018 in Review

PHH Investments sold out of Truist Financial (TFC) in Q3 2018, closing a stake of 20,463 shares — an estimated $1.03M sold.

PHH Investments first reported a position in TFC in Q4 2016 and held it in 7 quarters. The position peaked at $1.09M in Q4 2017. 1,025 funds tracked by Wall St. Rank hold TFC as of Q3 2018.

  • PHH Investments reported no remaining Truist Financial position as of Q3 2018 after selling out during the quarter.
  • PHH Investments sold 20,463 Truist Financial shares in Q3 2018, an estimated $1.03M.
  • PHH Investments first reported a position in Truist Financial in Q4 2016 and held it in 7 quarters.
  • PHH Investments's Truist Financial position peaked at $1.09M in Q4 2017.
  • 1,025 funds tracked by Wall St. Rank held Truist Financial as of Q3 2018.

Based on PHH Investments's 13F filing for Q3 2018, filed 13 Nov 2018.