Symphony Asset Management’s Truist Financial TFC Stock Holding History

Symphony Asset Management’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
2018 Q3	–	Sell	-19,210	Closed	-$1M	–	280
2018 Q2	$1M	Sell	19,210 -4,820	-20%	-$256K	0.2%	111
2018 Q1	$1.25M	Buy	+24,030	New	+$1.29M	0.16%	148
2015 Q2	–	Sell	-8,316	Closed	-$324K	–	487
2015 Q1	$324K	Buy	+8,316	New	+$313K	0.04%	409

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Symphony Asset Management's TFC Position: Q3 2018 in Review

Symphony Asset Management sold out of Truist Financial (TFC) in Q3 2018, closing a stake of 19,210 shares — an estimated $1M sold.

Symphony Asset Management first reported a position in TFC in Q1 2015 and held it in 3 quarters. The position peaked at $1.25M in Q1 2018. 1,025 funds tracked by Wall St. Rank hold TFC as of Q3 2018.

Symphony Asset Management reported no remaining Truist Financial position as of Q3 2018 after selling out during the quarter.
Symphony Asset Management sold 19,210 Truist Financial shares in Q3 2018, an estimated $1M.
Symphony Asset Management first reported a position in Truist Financial in Q1 2015 and held it in 3 quarters.
Symphony Asset Management's Truist Financial position peaked at $1.25M in Q1 2018.
1,025 funds tracked by Wall St. Rank held Truist Financial as of Q3 2018.

Based on Symphony Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.