Russell Clark Investment Management’s Truist Financial TFC Stock Holding History

Russell Clark 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
2015 Q2	–	Sell	-429,600	Closed	-$16.8M	–	34
2015 Q1	$16.8M	Buy	429,600 +204,700	+91%	+$7.71M	5.21%	10
2014 Q4	$8.75M	Buy	224,900 +3,100	+1%	+$117K	3.52%	9
2014 Q3	$8.25M	Sell	221,800 -22,600	-9%	-$853K	2.89%	13
2014 Q2	$9.64M	Buy	244,400 +5,200	+2%	+$199K	2.98%	13
2014 Q1	$9.61M	Sell	239,200 -5,700	-2%	-$218K	3.06%	16
2013 Q4	$9.14M	Buy	244,900 +19,600	+9%	+$677K	2.83%	15
2013 Q3	$7.6M	Sell	225,300 -4,100	-2%	-$143K	2.66%	16
2013 Q2	$7.77M	Buy	+229,400	New	+$7.32M	3.3%	13

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Russell Clark Investment Management's TFC Position: Q2 2015 in Review

Russell Clark Investment Management sold out of Truist Financial (TFC) in Q2 2015, closing a stake of 429,600 shares — an estimated $16.8M sold.

Russell Clark Investment Management first reported a position in TFC in Q2 2013 and held it in 8 quarters. The position peaked at $16.8M in Q1 2015. 729 funds tracked by Wall St. Rank hold TFC as of Q2 2015.

Russell Clark Investment Management reported no remaining Truist Financial position as of Q2 2015 after selling out during the quarter.
Russell Clark Investment Management sold 429,600 Truist Financial shares in Q2 2015, an estimated $16.8M.
Russell Clark Investment Management first reported a position in Truist Financial in Q2 2013 and held it in 8 quarters.
Russell Clark Investment Management's Truist Financial position peaked at $16.8M in Q1 2015.
729 funds tracked by Wall St. Rank held Truist Financial as of Q2 2015.

Based on Russell Clark Investment Management's 13F filing for Q2 2015, filed 22 Jul 2015.