Pinnacle Summer Investments’s Truist Financial TFC Stock Holding History

Pinnacle Summer 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
2015 Q4	$68K	Sell	1,790 -20,884	-92%	-$786K	0.01%	308
2015 Q3	$4.37M	Buy	22,674 +21,674	+2,167%	+$836K	0.75%	24
2015 Q2	$40K	Sell	1,000 -121,674	-99%	-$4.81M	0.01%	341
2015 Q1	$4.78M	Hold	122,674	–	–	0.66%	27
2014 Q4	$4.77M	Sell	122,674 -76	-0.1%	-$2.86K	0.59%	30
2014 Q3	$4.57M	Sell	122,750 -3,307	-3%	-$125K	0.51%	21
2014 Q2	$4.97M	Hold	126,057	–	–	0.58%	17
2014 Q1	$4.71M	Sell	126,057 -6,469	-5%	-$248K	0.6%	22
2013 Q4	$4.95M	Hold	132,526	–	–	0.68%	23
2013 Q3	$4.47M	Hold	132,526	–	–	0.79%	17
2013 Q2	$4.49M	Buy	+132,526	New	+$4.23M	1.11%	9

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Pinnacle Summer Investments's TFC Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its Truist Financial (TFC) stake by 92% in Q4 2015, selling an estimated $786K and leaving 1,790 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #308.

Pinnacle Summer Investments first reported a position in TFC in Q2 2013 and has held it in 11 quarters since. The position peaked at $4.97M in Q2 2014. 761 funds tracked by Wall St. Rank hold TFC as of Q4 2015.

Pinnacle Summer Investments held 1,790 shares of Truist Financial worth $68K as of Q4 2015.
Pinnacle Summer Investments sold 20,884 Truist Financial shares in Q4 2015, an estimated $786K.
Truist Financial made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #308 holding.
Pinnacle Summer Investments first reported a position in Truist Financial in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Truist Financial position peaked at $4.97M in Q2 2014.
761 funds tracked by Wall St. Rank held Truist Financial as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.