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Regent Investment Management’s Truist Financial TFC Stock Holding History

Regent Investment 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
Q4 		– Sell
-6,517
Closed -$242K – 196
2014
Q3 		$242K Hold
6,517
– – 0.12% 165
2014
Q2 		$257K Hold
6,517
– – 0.13% 160
2014
Q1 		$262K Hold
6,517
– – 0.14% 155
2013
Q4 		$243K Hold
6,517
– – 0.14% 154
2013
Q3 		$220K Hold
6,517
– – 0.15% 148
2013
Q2 		$221K Buy
+6,517
New +$208K 0.17% 140

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

Regent Investment Management's TFC Position: Q4 2014 in Review

Regent Investment Management sold out of Truist Financial (TFC) in Q4 2014, closing a stake of 6,517 shares — an estimated $242K sold.

Regent Investment Management first reported a position in TFC in Q2 2013 and held it in 6 quarters. The position peaked at $262K in Q1 2014. 726 funds tracked by Wall St. Rank hold TFC as of Q4 2014.

  • Regent Investment Management reported no remaining Truist Financial position as of Q4 2014 after selling out during the quarter.
  • Regent Investment Management sold 6,517 Truist Financial shares in Q4 2014, an estimated $242K.
  • Regent Investment Management first reported a position in Truist Financial in Q2 2013 and held it in 6 quarters.
  • Regent Investment Management's Truist Financial position peaked at $262K in Q1 2014.
  • 726 funds tracked by Wall St. Rank held Truist Financial as of Q4 2014.

Based on Regent Investment Management's 13F filing for Q4 2014, filed 14 Jan 2015.