Waratah Capital Advisors’s Truist Financial TFC Stock Holding History

Waratah Capital 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 Q2	–	Sell	-4,450	Closed	-$232K	–	177
2018 Q1	$232K	Buy	+4,450	New	+$240K	0.02%	107
2017 Q3	–	Sell	-85,361	Closed	-$3.88M	–	184
2017 Q2	$3.88M	Buy	+85,361	New	+$3.71M	0.54%	41

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

Waratah Capital Advisors's TFC Position: Q2 2018 in Review

Waratah Capital Advisors sold out of Truist Financial (TFC) in Q2 2018, closing a stake of 4,450 shares — an estimated $232K sold.

Waratah Capital Advisors first reported a position in TFC in Q2 2017 and held it in 2 quarters. The position peaked at $3.88M in Q2 2017. 1,031 funds tracked by Wall St. Rank hold TFC as of Q2 2018.

Waratah Capital Advisors reported no remaining Truist Financial position as of Q2 2018 after selling out during the quarter.
Waratah Capital Advisors sold 4,450 Truist Financial shares in Q2 2018, an estimated $232K.
Waratah Capital Advisors first reported a position in Truist Financial in Q2 2017 and held it in 2 quarters.
Waratah Capital Advisors's Truist Financial position peaked at $3.88M in Q2 2017.
1,031 funds tracked by Wall St. Rank held Truist Financial as of Q2 2018.

Based on Waratah Capital Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.