Platte River Capital’s Truist Financial TFC Stock Holding History

Platte River Capital’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	-12,360	Closed	-$498K	–	145
2015 Q2	$498K	Buy	12,360 +2,000	+19%	+$79.1K	0.25%	98
2015 Q1	$404K	Sell	10,360 -6,100	-37%	-$230K	0.18%	116
2014 Q4	$640K	Sell	16,460 -22,000	-57%	-$828K	0.24%	105
2014 Q3	$1.43M	Sell	38,460 -23,950	-38%	-$904K	0.37%	85
2014 Q2	$2.46M	Sell	62,410 -2,600	-4%	-$99.7K	0.37%	84
2014 Q1	$2.61M	Hold	65,010	–	–	0.35%	98
2013 Q4	$2.43M	Sell	65,010 -32,890	-34%	-$1.14M	0.31%	112
2013 Q3	$3.3M	Sell	97,900 -14,510	-13%	-$507K	0.41%	94
2013 Q2	$3.81M	Buy	+112,410	New	+$3.59M	0.44%	88

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

Platte River Capital's TFC Position: Q3 2015 in Review

Platte River Capital sold out of Truist Financial (TFC) in Q3 2015, closing a stake of 12,360 shares — an estimated $498K sold.

Platte River Capital first reported a position in TFC in Q2 2013 and held it in 9 quarters. The position peaked at $3.81M in Q2 2013. 752 funds tracked by Wall St. Rank hold TFC as of Q3 2015.

Platte River Capital reported no remaining Truist Financial position as of Q3 2015 after selling out during the quarter.
Platte River Capital sold 12,360 Truist Financial shares in Q3 2015, an estimated $498K.
Platte River Capital first reported a position in Truist Financial in Q2 2013 and held it in 9 quarters.
Platte River Capital's Truist Financial position peaked at $3.81M in Q2 2013.
752 funds tracked by Wall St. Rank held Truist Financial as of Q3 2015.

Based on Platte River Capital's 13F filing for Q3 2015, filed 12 Nov 2015.