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Rockefeller Financial Services’s Truist Financial TFC Stock Holding History

Rockefeller Financial Services’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
-2,680
Closed -$104K – 545
2014
Q4 		$104K Hold
2,680
– – ﹤0.01% 350
2014
Q3 		$100K Buy
+2,680
New +$101K ﹤0.01% 365

Other funds holding TFC

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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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Rockefeller Financial Services's TFC Position: Q1 2015 in Review

Rockefeller Financial Services sold out of Truist Financial (TFC) in Q1 2015, closing a stake of 2,680 shares — an estimated $104K sold.

Rockefeller Financial Services first reported a position in TFC in Q3 2014 and held it in 2 quarters. The position peaked at $104K in Q4 2014. 700 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

  • Rockefeller Financial Services reported no remaining Truist Financial position as of Q1 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,680 Truist Financial shares in Q1 2015, an estimated $104K.
  • Rockefeller Financial Services first reported a position in Truist Financial in Q3 2014 and held it in 2 quarters.
  • Rockefeller Financial Services's Truist Financial position peaked at $104K in Q4 2014.
  • 700 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Rockefeller Financial Services's 13F filing for Q1 2015, filed 5 May 2015.