Signature Financial Management’s Truist Financial TFC Stock Holding History

Signature Financial 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
2018 Q4	$346K	Buy	7,981 +1,269	+19%	+$60.9K	0.08%	84
2018 Q3	$325K	Hold	6,712	–	–	0.06%	115
2018 Q2	$337K	Sell	6,712 -2,823	-30%	-$150K	0.07%	113
2018 Q1	$496K	Buy	9,535 +1,796	+23%	+$96.7K	0.1%	84
2017 Q4	$385K	Sell	7,739 -1,947	-20%	-$94K	0.1%	87
2017 Q3	$455K	Buy	9,686 +1,947	+25%	+$89.5K	0.14%	93
2017 Q2	$350K	Sell	7,739 -230	-3%	-$9.99K	0.11%	99
2017 Q1	$352K	Sell	7,969 -602	-7%	-$28.1K	0.11%	99
2016 Q4	$403K	Sell	8,571 -8	-0.1%	-$340	0.15%	84
2016 Q3	$322K	Sell	8,579 -676	-7%	-$25.2K	0.13%	92
2016 Q2	$330K	Buy	9,255 +891	+11%	+$31.1K	0.15%	80
2016 Q1	$277K	Hold	8,364	–	–	0.14%	94
2015 Q4	$316K	Sell	8,364 -2,010	-19%	-$75.6K	0.15%	74
2015 Q3	$369K	Buy	10,374 +2,850	+38%	+$110K	0.23%	55
2015 Q2	$304K	Sell	7,524 -640	-8%	-$25.3K	0.2%	67
2015 Q1	$317K	Buy	8,164 +640	+9%	+$24.1K	0.2%	59
2014 Q4	$292K	Sell	7,524 -1,000	-12%	-$37.6K	0.2%	64
2014 Q3	$317K	Hold	8,524	–	–	0.23%	59
2014 Q2	$335K	Hold	8,524	–	–	0.25%	53
2014 Q1	$342K	Hold	8,524	–	–	0.29%	52
2013 Q4	$318K	Hold	8,524	–	–	0.25%	55
2013 Q3	$288K	Hold	8,524	–	–	0.25%	55
2013 Q2	$288K	Buy	+8,524	New	+$272K	0.2%	51

Other funds holding TFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Financial Management's TFC Position: Q4 2018 in Review

Signature Financial Management increased its Truist Financial (TFC) stake by 19% in Q4 2018, buying an estimated $60.9K and bringing the position to 7,981 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #84.

Signature Financial Management first reported a position in TFC in Q2 2013 and has held it in 23 quarters since. The position peaked at $496K in Q1 2018. 1,065 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

Signature Financial Management held 7,981 shares of Truist Financial worth $346K as of Q4 2018.
Signature Financial Management bought 1,269 Truist Financial shares in Q4 2018, an estimated $60.9K.
Truist Financial made up 0.08% of Signature Financial Management's portfolio in Q4 2018, its #84 holding.
Signature Financial Management first reported a position in Truist Financial in Q2 2013 and has held it in 23 quarters since.
Signature Financial Management's Truist Financial position peaked at $496K in Q1 2018.
1,065 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.