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Rushmore Investment Advisors’s Truist Financial TFC Stock Holding History

Rushmore Investment Advisors’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
2013
Q2 		$2.26M Buy
+66,593
New +$2.12M 0.46% 66

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 $3.38T AUM 44.17% 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 $191B AUM 17.5% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rushmore Investment Advisors's TFC Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Truist Financial (TFC) in Q2 2013: 66,593 shares worth $2.26M. The stake represents 0.46% of the portfolio and ranks #66 among its holdings.

620 funds tracked by Wall St. Rank hold TFC as of Q2 2013.

  • Rushmore Investment Advisors held 66,593 shares of Truist Financial worth $2.26M as of Q2 2013.
  • Truist Financial was a new Rushmore Investment Advisors position in Q2 2013.
  • Truist Financial made up 0.46% of Rushmore Investment Advisors's portfolio in Q2 2013, its #66 holding.
  • 620 funds tracked by Wall St. Rank held Truist Financial as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.