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WFG Advisors’s Truist Financial TFC Stock Holding History

WFG 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
2017
Q2 		$74K Buy
1,640
+4
+0.2% +$174 0.02% 606
2017
Q1 		$73K Buy
1,636
+4
+0.2% +$187 0.02% 570
2016
Q4 		$77K Sell
1,632
-59
-3% -$2.51K 0.02% 611
2016
Q3 		$64K Sell
1,691
-1,138
-40% -$42.4K 0.02% 644
2016
Q2 		$101K Buy
2,829
+1,623
+135% +$56.7K 0.03% 492
2016
Q1 		$40K Sell
1,206
-1,644
-58% -$54.6K 0.01% 724
2015
Q4 		$108K Hold
2,850
– – 0.03% 452
2015
Q3 		$101K Buy
2,850
+145
+5% +$5.59K 0.03% 470
2015
Q2 		$109K Sell
2,705
-12,270
-82% -$485K 0.03% 508
2015
Q1 		$584K Sell
14,975
-2,366
-14% -$89.2K 0.16% 142
2014
Q4 		$674K Buy
17,341
+55
+0.3% +$2.07K 0.14% 169
2014
Q3 		$643K Buy
17,286
+555
+3% +$21K 0.12% 203
2014
Q2 		$660K Buy
16,731
+1,036
+7% +$39.7K 0.12% 199
2014
Q1 		$630K Buy
15,695
+4,262
+37% +$163K 0.13% 195
2013
Q4 		$427K Buy
11,433
+7,255
+174% +$251K 0.06% 338
2013
Q3 		$141K Buy
4,178
+248
+6% +$8.66K 0.02% 589
2013
Q2 		$133K Buy
+3,930
New +$125K 0.02% 574

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WFG Advisors's TFC Position: Q2 2017 in Review

WFG Advisors increased its Truist Financial (TFC) stake by 0.24% in Q2 2017, buying an estimated $174 and bringing the position to 1,640 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #606.

WFG Advisors first reported a position in TFC in Q2 2013 and has held it in 17 quarters since. The position peaked at $674K in Q4 2014. 874 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

  • WFG Advisors held 1,640 shares of Truist Financial worth $74K as of Q2 2017.
  • WFG Advisors bought 4 Truist Financial shares in Q2 2017, an estimated $174.
  • Truist Financial made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #606 holding.
  • WFG Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Truist Financial position peaked at $674K in Q4 2014.
  • 874 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.