SHJ
TFC icon

Sharkey, Howes & Javer’s Truist Financial TFC Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-1,053
Closed -$42K – 233
2015
Q2 		$42K Buy
+1,053
New +$41.7K 0.03% 90

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sharkey, Howes & Javer's TFC Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of Truist Financial (TFC) in Q3 2015, closing a stake of 1,053 shares — an estimated $42K sold.

Sharkey, Howes & Javer first reported a position in TFC in Q2 2015 and held it in 1 quarter. The position peaked at $42K in Q2 2015. 753 funds tracked by Wall St. Rank hold TFC as of Q3 2015.

  • Sharkey, Howes & Javer reported no remaining Truist Financial position as of Q3 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,053 Truist Financial shares in Q3 2015, an estimated $42K.
  • Sharkey, Howes & Javer first reported a position in Truist Financial in Q2 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Truist Financial position peaked at $42K in Q2 2015.
  • 753 funds tracked by Wall St. Rank held Truist Financial as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.