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Stancorp Investment Advisers’s Truist Financial TFC Stock Holding History

Stancorp Investment Advisers’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
Q1 		$103K Sell
2,650
-660
-20% -$24.9K 0.05% 207
2014
Q4 		$129K Buy
+3,310
New +$125K 0.06% 197

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 $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Stancorp Investment Advisers's TFC Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Truist Financial (TFC) stake by 20% in Q1 2015, selling an estimated $24.9K and leaving 2,650 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #207.

Stancorp Investment Advisers first reported a position in TFC in Q4 2014 and has held it in 2 quarters since. The position peaked at $129K in Q4 2014. 700 funds tracked by Wall St. Rank hold TFC as of Q1 2015.

  • Stancorp Investment Advisers held 2,650 shares of Truist Financial worth $103K as of Q1 2015.
  • Stancorp Investment Advisers sold 660 Truist Financial shares in Q1 2015, an estimated $24.9K.
  • Truist Financial made up 0.05% of Stancorp Investment Advisers's portfolio in Q1 2015, its #207 holding.
  • Stancorp Investment Advisers first reported a position in Truist Financial in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Truist Financial position peaked at $129K in Q4 2014.
  • 700 funds tracked by Wall St. Rank held Truist Financial as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.