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Waverton Investment Management’s Truist Financial TFC Stock Holding History

Waverton Investment 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
2014
Q2 		– Sell
-88,110
Closed -$3.54M – 145
2014
Q1 		$3.54M Buy
88,110
+790
+0.9% +$30.2K 0.17% 103
2013
Q4 		$3.26M Hold
87,320
– – 0.17% 102
2013
Q3 		$2.95M Buy
+87,320
New +$3.05M 0.17% 105

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverton Investment Management's TFC Position: Q2 2014 in Review

Waverton Investment Management sold out of Truist Financial (TFC) in Q2 2014, closing a stake of 88,110 shares — an estimated $3.54M sold.

Waverton Investment Management first reported a position in TFC in Q3 2013 and held it in 3 quarters. The position peaked at $3.54M in Q1 2014. 679 funds tracked by Wall St. Rank hold TFC as of Q2 2014.

  • Waverton Investment Management reported no remaining Truist Financial position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 88,110 Truist Financial shares in Q2 2014, an estimated $3.54M.
  • Waverton Investment Management first reported a position in Truist Financial in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Truist Financial position peaked at $3.54M in Q1 2014.
  • 679 funds tracked by Wall St. Rank held Truist Financial as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.