Stevens First Principles Investment Advisors’s Truist Financial TFC Stock Holding History

Stevens First Principles Investment 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
2016 Q1	–	Sell	-1,745	Closed	-$66K	–	183
2015 Q4	$66K	Buy	1,745 +415	+31%	+$15.6K	0.06%	96
2015 Q3	$47K	Buy	1,330 +445	+50%	+$17.2K	0.04%	121
2015 Q2	$36K	Hold	885	–	–	0.02%	151
2015 Q1	$35K	Hold	885	–	–	0.02%	143
2014 Q4	$34K	Hold	885	–	–	0.02%	140
2014 Q3	$33K	Hold	885	–	–	0.02%	162
2014 Q2	$35K	Hold	885	–	–	0.02%	159
2014 Q1	$36K	Buy	+885	New	+$33.9K	0.02%	146

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

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

BIT

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stevens First Principles Investment Advisors's TFC Position: Q1 2016 in Review

Stevens First Principles Investment Advisors sold out of Truist Financial (TFC) in Q1 2016, closing a stake of 1,745 shares — an estimated $66K sold.

Stevens First Principles Investment Advisors first reported a position in TFC in Q1 2014 and held it in 8 quarters. The position peaked at $66K in Q4 2015. 759 funds tracked by Wall St. Rank hold TFC as of Q1 2016.

Stevens First Principles Investment Advisors reported no remaining Truist Financial position as of Q1 2016 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 1,745 Truist Financial shares in Q1 2016, an estimated $66K.
Stevens First Principles Investment Advisors first reported a position in Truist Financial in Q1 2014 and held it in 8 quarters.
Stevens First Principles Investment Advisors's Truist Financial position peaked at $66K in Q4 2015.
759 funds tracked by Wall St. Rank held Truist Financial as of Q1 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2016, filed 13 May 2016.