TradeWorx’s Truist Financial TFC Stock Holding History

TradeWorx’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
2013 Q4	–	Sell	-15,138	Closed	-$511K	–	597
2013 Q3	$511K	Buy	+15,138	New	+$529K	0.23%	161

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

BIT

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

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

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

TradeWorx's TFC Position: Q4 2013 in Review

TradeWorx sold out of Truist Financial (TFC) in Q4 2013, closing a stake of 15,138 shares — an estimated $511K sold.

TradeWorx first reported a position in TFC in Q3 2013 and held it in 1 quarter. The position peaked at $511K in Q3 2013. 669 funds tracked by Wall St. Rank hold TFC as of Q4 2013.

TradeWorx reported no remaining Truist Financial position as of Q4 2013 after selling out during the quarter.
TradeWorx sold 15,138 Truist Financial shares in Q4 2013, an estimated $511K.
TradeWorx first reported a position in Truist Financial in Q3 2013 and held it in 1 quarter.
TradeWorx's Truist Financial position peaked at $511K in Q3 2013.
669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2013.

Based on TradeWorx's 13F filing for Q4 2013, filed 18 Feb 2014.