Pinkerton Retirement Specialists’s Truist Financial TFC Stock Holding History

Pinkerton Retirement Specialists’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
2017 Q1	–	Sell	-2,819	Closed	-$133K	–	449
2016 Q4	$133K	Sell	2,819 -186	-6%	-$7.91K	0.06%	126
2016 Q3	$113K	Sell	3,005 -76	-2%	-$2.83K	0.05%	164
2016 Q2	$110K	Buy	+3,081	New	+$108K	0.06%	160
2015 Q1	–	Sell	-40,812	Closed	-$1.87M	–	122
2014 Q4	$1.87M	Buy	+40,812	New	+$1.54M	1.43%	25

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

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

Pinkerton Retirement Specialists's TFC Position: Q1 2017 in Review

Pinkerton Retirement Specialists sold out of Truist Financial (TFC) in Q1 2017, closing a stake of 2,819 shares — an estimated $133K sold.

Pinkerton Retirement Specialists first reported a position in TFC in Q4 2014 and held it in 4 quarters. The position peaked at $1.87M in Q4 2014. 899 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

Pinkerton Retirement Specialists reported no remaining Truist Financial position as of Q1 2017 after selling out during the quarter.
Pinkerton Retirement Specialists sold 2,819 Truist Financial shares in Q1 2017, an estimated $133K.
Pinkerton Retirement Specialists first reported a position in Truist Financial in Q4 2014 and held it in 4 quarters.
Pinkerton Retirement Specialists's Truist Financial position peaked at $1.87M in Q4 2014.
899 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2017, filed 15 May 2017.