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Reliance Trust’s Truist Financial TFC Stock Holding History

Reliance Trust’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
Q1 		– Sell
-40,641
Closed -$1.58M – 113
2014
Q4 		$1.58M Buy
40,641
+764
+2% +$28.8K 1.84% 11
2014
Q3 		$1.48M Sell
39,877
-1,158
-3% -$43.7K 1.71% 17
2014
Q2 		$1.62M Sell
41,035
-1,021
-2% -$39.1K 1.82% 10
2014
Q1 		$1.69M Sell
42,056
-884
-2% -$33.8K 1.65% 14
2013
Q4 		$1.6M Sell
42,940
-956
-2% -$33K 1.52% 15
2013
Q3 		$1.48M Sell
43,896
-2,443
-5% -$85.3K 1.45% 17
2013
Q2 		$1.57M Buy
+46,339
New +$1.48M 1.03% 26

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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Reliance Trust's TFC Position: Q1 2015 in Review

Reliance Trust sold out of Truist Financial (TFC) in Q1 2015, closing a stake of 40,641 shares — an estimated $1.58M sold.

Reliance Trust first reported a position in TFC in Q2 2013 and held it in 7 quarters. The position peaked at $1.69M in Q1 2014. 701 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

  • Reliance Trust reported no remaining Truist Financial position as of Q1 2015 after selling out during the quarter.
  • Reliance Trust sold 40,641 Truist Financial shares in Q1 2015, an estimated $1.58M.
  • Reliance Trust first reported a position in Truist Financial in Q2 2013 and held it in 7 quarters.
  • Reliance Trust's Truist Financial position peaked at $1.69M in Q1 2014.
  • 701 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Reliance Trust's 13F filing for Q1 2015, filed 24 Apr 2015.