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UBS’s Truist Financial TFC Stock Holding History

UBS’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 		$35.5M Buy
954,756
+177,529
+23% +$6.7M 0.03% 655
2014
Q2 		$30.6M Sell
777,227
-643,701
-45% -$24.7M 0.02% 660
2014
Q1 		$57.1M Buy
1,420,928
+369,674
+35% +$14.1M 0.05% 369
2013
Q4 		$39.2M Buy
1,051,254
+156,119
+17% +$5.4M 0.04% 484
2013
Q3 		$30.2M Buy
895,135
+144,608
+19% +$5.05M 0.03% 530
2013
Q2 		$25.4M Buy
+750,527
New +$23.9M 0.03% 538

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

UBS's TFC Position: Q3 2014 in Review

UBS increased its Truist Financial (TFC) stake by 23% in Q3 2014, buying an estimated $6.7M and bringing the position to 954,756 shares worth $35.5M. The position accounts for 0.03% of the portfolio, ranked #655.

UBS first reported a position in TFC in Q2 2013 and has held it in 6 quarters since. The position peaked at $57.1M in Q1 2014. 676 funds tracked by Wall St. Rank hold TFC as of Q3 2014.

  • UBS held 954,756 shares of Truist Financial worth $35.5M as of Q3 2014.
  • UBS bought 177,529 Truist Financial shares in Q3 2014, an estimated $6.7M.
  • Truist Financial made up 0.03% of UBS's portfolio in Q3 2014, its #655 holding.
  • UBS first reported a position in Truist Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Truist Financial position peaked at $57.1M in Q1 2014.
  • 676 funds tracked by Wall St. Rank held Truist Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.