Virtus Investment Advisers’s Truist Financial TFC Stock Holding History

Virtus Investment Advisers’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	-37,654	Closed	-$1.87M	–	390
2017 Q4	$1.87M	Sell	37,654 -1,912	-5%	-$92.3K	0.2%	148
2017 Q3	$1.86M	Sell	39,566 -3,704	-9%	-$170K	0.19%	153
2017 Q2	$1.97M	Sell	43,270 -8,235	-16%	-$358K	0.19%	150
2017 Q1	$2.3M	Sell	51,505 -17,442	-25%	-$815K	0.2%	149
2016 Q4	$3.24M	Buy	68,947 +62,254	+930%	+$2.65M	0.25%	132
2016 Q3	$252K	Buy	+6,693	New	+$249K	0.02%	422

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

Virtus Investment Advisers's TFC Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Truist Financial (TFC) in Q1 2018, closing a stake of 37,654 shares — an estimated $1.87M sold.

Virtus Investment Advisers first reported a position in TFC in Q3 2016 and held it in 6 quarters. The position peaked at $3.24M in Q4 2016. 1,030 funds tracked by Wall St. Rank hold TFC as of Q1 2018.

Virtus Investment Advisers reported no remaining Truist Financial position as of Q1 2018 after selling out during the quarter.
Virtus Investment Advisers sold 37,654 Truist Financial shares in Q1 2018, an estimated $1.87M.
Virtus Investment Advisers first reported a position in Truist Financial in Q3 2016 and held it in 6 quarters.
Virtus Investment Advisers's Truist Financial position peaked at $3.24M in Q4 2016.
1,030 funds tracked by Wall St. Rank held Truist Financial as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.