Princeton Alpha Management’s Truist Financial TFC Stock Holding History

Princeton Alpha Management’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	–	Sell	-24,349	Closed	-$867K	–	925
2015 Q3	$867K	Sell	24,349 -15,797	-39%	-$610K	0.18%	171
2015 Q2	$1.62M	Buy	+40,146	New	+$1.59M	0.32%	79

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

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

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

Princeton Alpha Management's TFC Position: Q4 2015 in Review

Princeton Alpha Management sold out of Truist Financial (TFC) in Q4 2015, closing a stake of 24,349 shares — an estimated $867K sold.

Princeton Alpha Management first reported a position in TFC in Q2 2015 and held it in 2 quarters. The position peaked at $1.62M in Q2 2015. 760 funds tracked by Wall St. Rank hold TFC as of Q4 2015.

Princeton Alpha Management reported no remaining Truist Financial position as of Q4 2015 after selling out during the quarter.
Princeton Alpha Management sold 24,349 Truist Financial shares in Q4 2015, an estimated $867K.
Princeton Alpha Management first reported a position in Truist Financial in Q2 2015 and held it in 2 quarters.
Princeton Alpha Management's Truist Financial position peaked at $1.62M in Q2 2015.
760 funds tracked by Wall St. Rank held Truist Financial as of Q4 2015.

Based on Princeton Alpha Management's 13F filing for Q4 2015, filed 4 Feb 2016.