Simply Money Advisors’s Truist Financial TFC Stock Holding History

Simply Money 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 Q3	–	Sell	-138	Closed	-$5K	–	334
2013 Q2	$5K	Buy	+138	New	+$4.4K	﹤0.01%	260

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Simply Money Advisors's TFC Position: Q3 2013 in Review

Simply Money Advisors sold out of Truist Financial (TFC) in Q3 2013, closing a stake of 138 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in TFC in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 629 funds tracked by Wall St. Rank hold TFC as of Q3 2013.

Simply Money Advisors reported no remaining Truist Financial position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 138 Truist Financial shares in Q3 2013, an estimated $5K.
Simply Money Advisors first reported a position in Truist Financial in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Truist Financial position peaked at $5K in Q2 2013.
629 funds tracked by Wall St. Rank held Truist Financial as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.