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Placemark Investments’s Truist Financial TFC Stock Holding History

Placemark 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
2014
Q4 		$6.08M Buy
156,531
+75,394
+93% +$2.84M 0.11% 242
2014
Q3 		$3.02M Buy
81,137
+6,443
+9% +$243K 0.06% 408
2014
Q2 		$2.94M Buy
74,694
+1,477
+2% +$56.6K 0.05% 432
2014
Q1 		$2.94M Sell
73,217
-52,715
-42% -$2.02M 0.06% 404
2013
Q4 		$4.7M Buy
125,932
+61,233
+95% +$2.12M 0.08% 303
2013
Q3 		$2.19M Buy
64,699
+10,105
+19% +$353K 0.04% 497
2013
Q2 		$1.85M Buy
+54,594
New +$1.74M 0.04% 516

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Placemark Investments's TFC Position: Q4 2014 in Review

Placemark Investments increased its Truist Financial (TFC) stake by 93% in Q4 2014, buying an estimated $2.84M and bringing the position to 156,531 shares worth $6.08M. The position accounts for 0.11% of the portfolio, ranked #242.

Placemark Investments first reported a position in TFC in Q2 2013 and has held it in 7 quarters since. 726 funds tracked by Wall St. Rank hold TFC as of Q4 2014.

  • Placemark Investments held 156,531 shares of Truist Financial worth $6.08M as of Q4 2014.
  • Placemark Investments bought 75,394 Truist Financial shares in Q4 2014, an estimated $2.84M.
  • Truist Financial made up 0.11% of Placemark Investments's portfolio in Q4 2014, its #242 holding.
  • Placemark Investments first reported a position in Truist Financial in Q2 2013 and has held it in 7 quarters since.
  • 726 funds tracked by Wall St. Rank held Truist Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.