Waverton Investment Management’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-88,110	Closed	-$3.54M	–	145
2014 Q1	$3.54M	Buy	88,110 +790	+0.9%	+$31.7K	0.17%	103
2013 Q4	$3.26M	Hold	87,320	–	–	0.17%	102
2013 Q3	$2.95M	Buy	+87,320	New	+$2.95M	0.17%	105