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Vantage Investment Advisors’s Truist Financial TFC Stock Holding History

Vantage Investment 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
2018
Q3 		$933K Buy
19,566
+298
+2% +$15.3K 0.2% 66
2018
Q2 		$972K Sell
19,268
-700
-4% -$37.2K 0.24% 61
2018
Q1 		$1.04M Buy
19,968
+104
+0.5% +$5.6K 0.26% 60
2017
Q4 		$988K Sell
19,864
-200
-1% -$9.65K 0.23% 63
2017
Q3 		$942K Sell
20,064
-50
-0.2% -$2.3K 0.24% 61
2017
Q2 		$913K Sell
20,114
-292
-1% -$12.7K 0.26% 62
2017
Q1 		$912K Sell
20,406
-793
-4% -$37.1K 0.3% 60
2016
Q4 		$997K Sell
21,199
-374
-2% -$15.9K 0.4% 54
2016
Q3 		$814K Sell
21,573
-12,242
-36% -$456K 0.36% 56
2016
Q2 		$1.2M Buy
33,815
+33,205
+5,443% +$1.16M 0.51% 48
2016
Q1 		$14K Buy
610
+179
+42% +$5.95K 0.01% 464
2015
Q4 		$16K Sell
431
-200
-32% -$7.52K 0.01% 429
2015
Q3 		$22K Buy
631
+31
+5% +$1.2K 0.01% 352
2015
Q2 		$24K Buy
600
+500
+500% +$19.8K 0.01% 349
2015
Q1 		$4K Hold
100
– – ﹤0.01% 715
2014
Q4 		$4K Hold
100
– – ﹤0.01% 644
2014
Q3 		$4K Hold
100
– – ﹤0.01% 609
2014
Q2 		$4K Hold
100
– – ﹤0.01% 604
2014
Q1 		$4K Hold
100
– – ﹤0.01% 564
2013
Q4 		$4K Buy
+100
New +$3.46K ﹤0.01% 536

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vantage Investment Advisors's TFC Position: Q3 2018 in Review

Vantage Investment Advisors increased its Truist Financial (TFC) stake by 1.5% in Q3 2018, buying an estimated $15.3K and bringing the position to 19,566 shares worth $933K. The position accounts for 0.2% of the portfolio, ranked #66.

Vantage Investment Advisors first reported a position in TFC in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.2M in Q2 2016. 1,025 funds tracked by Wall St. Rank hold TFC as of Q3 2018.

  • Vantage Investment Advisors held 19,566 shares of Truist Financial worth $933K as of Q3 2018.
  • Vantage Investment Advisors bought 298 Truist Financial shares in Q3 2018, an estimated $15.3K.
  • Truist Financial made up 0.2% of Vantage Investment Advisors's portfolio in Q3 2018, its #66 holding.
  • Vantage Investment Advisors first reported a position in Truist Financial in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Truist Financial position peaked at $1.2M in Q2 2016.
  • 1,025 funds tracked by Wall St. Rank held Truist Financial as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.