Van Hulzen Asset Management’s Truist Financial TFC Stock Holding History

Van Hulzen 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 Q1	–	Sell	-7,603	Closed	-$378K	–	233
2017 Q4	$378K	Sell	7,603 -1,402	-16%	-$67.7K	0.12%	136
2017 Q3	$423K	Sell	9,005 -200	-2%	-$9.19K	0.14%	111
2017 Q2	$418K	Buy	9,205 +500	+6%	+$21.7K	0.17%	87
2017 Q1	$389K	Sell	8,705 -2,000	-19%	-$93.4K	0.18%	91
2016 Q4	$503K	Sell	10,705 -39,295	-79%	-$1.67M	0.23%	81
2016 Q3	$1.89M	Buy	+50,000	New	+$1.86M	1.02%	36

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Van Hulzen Asset Management's TFC Position: Q1 2018 in Review

Van Hulzen Asset Management sold out of Truist Financial (TFC) in Q1 2018, closing a stake of 7,603 shares — an estimated $378K sold.

Van Hulzen Asset Management first reported a position in TFC in Q3 2016 and held it in 6 quarters. The position peaked at $1.89M in Q3 2016. 1,030 funds tracked by Wall St. Rank hold TFC as of Q1 2018.

Van Hulzen Asset Management reported no remaining Truist Financial position as of Q1 2018 after selling out during the quarter.
Van Hulzen Asset Management sold 7,603 Truist Financial shares in Q1 2018, an estimated $378K.
Van Hulzen Asset Management first reported a position in Truist Financial in Q3 2016 and held it in 6 quarters.
Van Hulzen Asset Management's Truist Financial position peaked at $1.89M in Q3 2016.
1,030 funds tracked by Wall St. Rank held Truist Financial as of Q1 2018.

Based on Van Hulzen Asset Management's 13F filing for Q1 2018, filed 8 May 2018.