SFP
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Santa Fe Partners’s Truist Financial TFC Stock Holding History

Santa Fe Partners’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
Q4 		– Sell
-56,620
Closed -$2.02M – 570
2015
Q3 		$2.02M Buy
+56,620
New +$2.18M 0.27% 160
2014
Q1 		– Sell
-31,574
Closed -$1.18M – 574
2013
Q4 		$1.18M Buy
+31,574
New +$1.09M 0.19% 209

Other funds holding TFC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Santa Fe Partners's TFC Position: Q4 2015 in Review

Santa Fe Partners sold out of Truist Financial (TFC) in Q4 2015, closing a stake of 56,620 shares — an estimated $2.02M sold.

Santa Fe Partners first reported a position in TFC in Q4 2013 and held it in 2 quarters. The position peaked at $2.02M in Q3 2015. 760 funds tracked by Wall St. Rank hold TFC as of Q4 2015.

  • Santa Fe Partners reported no remaining Truist Financial position as of Q4 2015 after selling out during the quarter.
  • Santa Fe Partners sold 56,620 Truist Financial shares in Q4 2015, an estimated $2.02M.
  • Santa Fe Partners first reported a position in Truist Financial in Q4 2013 and held it in 2 quarters.
  • Santa Fe Partners's Truist Financial position peaked at $2.02M in Q3 2015.
  • 760 funds tracked by Wall St. Rank held Truist Financial as of Q4 2015.

Based on Santa Fe Partners's 13F filing for Q4 2015, filed 12 Feb 2016.