TCG Advisors’s Truist Financial TFC Stock Holding History

TCG 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
2019 Q3	–	Sell	-85	Closed	-$4K	–	373
2019 Q2	$4K	Sell	85 -24	-22%	-$1.18K	﹤0.01%	362
2019 Q1	$5K	Buy	+109	New	+$5.32K	﹤0.01%	329

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

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

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

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

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

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

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

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

TCG Advisors's TFC Position: Q3 2019 in Review

TCG Advisors sold out of Truist Financial (TFC) in Q3 2019, closing a stake of 85 shares — an estimated $4K sold.

TCG Advisors first reported a position in TFC in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 1,032 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

TCG Advisors reported no remaining Truist Financial position as of Q3 2019 after selling out during the quarter.
TCG Advisors sold 85 Truist Financial shares in Q3 2019, an estimated $4K.
TCG Advisors first reported a position in Truist Financial in Q1 2019 and held it in 2 quarters.
TCG Advisors's Truist Financial position peaked at $5K in Q1 2019.
1,032 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.