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Stifel Trust’s Truist Financial TFC Stock Holding History

Stifel Trust’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
2014
Q3 		$205K Buy
5,500
+3,300
+150% +$125K 0.04% 176
2014
Q2 		$87K Hold
2,200
– – 0.02% 228
2014
Q1 		$89K Hold
2,200
– – 0.02% 223
2013
Q4 		$83K Sell
2,200
-150
-6% -$5.18K 0.02% 226
2013
Q3 		$80K Hold
2,350
– – 0.02% 229
2013
Q2 		$80K Buy
+2,350
New +$75K 0.02% 224

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Stifel Trust's TFC Position: Q3 2014 in Review

Stifel Trust increased its Truist Financial (TFC) stake by 150% in Q3 2014, buying an estimated $125K and bringing the position to 5,500 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #176.

Stifel Trust first reported a position in TFC in Q2 2013 and has held it in 6 quarters since. 675 funds tracked by Wall St. Rank hold TFC as of Q3 2014.

  • Stifel Trust held 5,500 shares of Truist Financial worth $205K as of Q3 2014.
  • Stifel Trust bought 3,300 Truist Financial shares in Q3 2014, an estimated $125K.
  • Truist Financial made up 0.04% of Stifel Trust's portfolio in Q3 2014, its #176 holding.
  • Stifel Trust first reported a position in Truist Financial in Q2 2013 and has held it in 6 quarters since.
  • 675 funds tracked by Wall St. Rank held Truist Financial as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.