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QS Batterymarch Financial Management’s Truist Financial TFC Stock Holding History

QS Batterymarch Financial 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
2014
Q2 		– Sell
-16,270
Closed -$654K – 1057
2014
Q1 		$654K Sell
16,270
-1,531
-9% -$58.6K 0.01% 704
2013
Q4 		$665K Sell
17,801
-2,375
-12% -$82.1K 0.01% 676
2013
Q3 		$681K Sell
20,176
-674
-3% -$23.5K 0.01% 668
2013
Q2 		$707K Buy
+20,850
New +$665K 0.01% 672

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

QS Batterymarch Financial Management's TFC Position: Q2 2014 in Review

QS Batterymarch Financial Management sold out of Truist Financial (TFC) in Q2 2014, closing a stake of 16,270 shares — an estimated $654K sold.

QS Batterymarch Financial Management first reported a position in TFC in Q2 2013 and held it in 4 quarters. The position peaked at $707K in Q2 2013. 679 funds tracked by Wall St. Rank hold TFC as of Q2 2014.

  • QS Batterymarch Financial Management reported no remaining Truist Financial position as of Q2 2014 after selling out during the quarter.
  • QS Batterymarch Financial Management sold 16,270 Truist Financial shares in Q2 2014, an estimated $654K.
  • QS Batterymarch Financial Management first reported a position in Truist Financial in Q2 2013 and held it in 4 quarters.
  • QS Batterymarch Financial Management's Truist Financial position peaked at $707K in Q2 2013.
  • 679 funds tracked by Wall St. Rank held Truist Financial as of Q2 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q2 2014, filed 14 Aug 2014.