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Princeton Portfolio Strategies Group’s Truist Financial TFC Stock Holding History

Princeton Portfolio Strategies Group’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
2018
Q2 		– Sell
-4,549
Closed -$237K – 154
2018
Q1 		$237K Hold
4,549
– – 0.07% 141
2017
Q4 		$226K Hold
4,549
– – 0.06% 145
2017
Q3 		$214K Hold
4,549
– – 0.06% 162
2017
Q2 		$207K Buy
+4,549
New +$198K 0.06% 158

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Princeton Portfolio Strategies Group's TFC Position: Q2 2018 in Review

Princeton Portfolio Strategies Group sold out of Truist Financial (TFC) in Q2 2018, closing a stake of 4,549 shares — an estimated $237K sold.

Princeton Portfolio Strategies Group first reported a position in TFC in Q2 2017 and held it in 4 quarters. The position peaked at $237K in Q1 2018. 1,031 funds tracked by Wall St. Rank hold TFC as of Q2 2018.

  • Princeton Portfolio Strategies Group reported no remaining Truist Financial position as of Q2 2018 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 4,549 Truist Financial shares in Q2 2018, an estimated $237K.
  • Princeton Portfolio Strategies Group first reported a position in Truist Financial in Q2 2017 and held it in 4 quarters.
  • Princeton Portfolio Strategies Group's Truist Financial position peaked at $237K in Q1 2018.
  • 1,031 funds tracked by Wall St. Rank held Truist Financial as of Q2 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2018, filed 8 Aug 2018.