Stanford Investment Group’s Truist Financial TFC Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-3,720	Closed	-$175K	–	256
2016 Q4	$175K	Hold	3,720	–	–	0.09%	57
2016 Q3	$140K	Hold	3,720	–	–	0.07%	73
2016 Q2	$132K	Hold	3,720	–	–	0.07%	77
2016 Q1	$124K	Hold	3,720	–	–	0.07%	80
2015 Q4	$141K	Hold	3,720	–	–	0.08%	75
2015 Q3	$132K	Hold	3,720	–	–	0.1%	69
2015 Q2	$150K	Hold	3,720	–	–	0.11%	70
2015 Q1	$145K	Hold	3,720	–	–	0.12%	72
2014 Q4	$145K	Buy	+3,720	New	+$140K	0.12%	68

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stanford Investment Group's TFC Position: Q1 2017 in Review

Stanford Investment Group sold out of Truist Financial (TFC) in Q1 2017, closing a stake of 3,720 shares — an estimated $175K sold.

Stanford Investment Group first reported a position in TFC in Q4 2014 and held it in 9 quarters. The position peaked at $175K in Q4 2016. 900 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

Stanford Investment Group reported no remaining Truist Financial position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 3,720 Truist Financial shares in Q1 2017, an estimated $175K.
Stanford Investment Group first reported a position in Truist Financial in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Truist Financial position peaked at $175K in Q4 2016.
900 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.