Wharton Business Group’s Truist Financial TFC Stock Holding History

Wharton Business Group’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 Q4	–	Sell	-4,785	Closed	-$225K	–	110
2017 Q3	$225K	Buy	+4,785	New	+$220K	0.02%	103

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wharton Business Group's TFC Position: Q4 2017 in Review

Wharton Business Group sold out of Truist Financial (TFC) in Q4 2017, closing a stake of 4,785 shares — an estimated $225K sold.

Wharton Business Group first reported a position in TFC in Q3 2017 and held it in 1 quarter. The position peaked at $225K in Q3 2017. 983 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

Wharton Business Group reported no remaining Truist Financial position as of Q4 2017 after selling out during the quarter.
Wharton Business Group sold 4,785 Truist Financial shares in Q4 2017, an estimated $225K.
Wharton Business Group first reported a position in Truist Financial in Q3 2017 and held it in 1 quarter.
Wharton Business Group's Truist Financial position peaked at $225K in Q3 2017.
983 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on Wharton Business Group's 13F filing for Q4 2017, filed 12 Feb 2018.