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Whitnell & Co’s Truist Financial TFC Stock Holding History

Whitnell & Co’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 		– Sell
-1,980
Closed -$89K – 253
2017
Q1 		$89K Hold
1,980
– – 0.04% 153
2016
Q4 		$93K Hold
1,980
– – 0.04% 149
2016
Q3 		$75K Hold
1,980
– – 0.03% 164
2016
Q2 		$71K Buy
1,980
+810
+69% +$28.3K 0.02% 172
2016
Q1 		$39K Buy
1,170
+430
+58% +$14.3K 0.01% 194
2015
Q4 		$28K Buy
+740
New +$27.8K 0.01% 205

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

Whitnell & Co's TFC Position: Q2 2017 in Review

Whitnell & Co sold out of Truist Financial (TFC) in Q2 2017, closing a stake of 1,980 shares — an estimated $89K sold.

Whitnell & Co first reported a position in TFC in Q4 2015 and held it in 6 quarters. The position peaked at $93K in Q4 2016. 874 funds tracked by Wall St. Rank hold TFC as of Q2 2017.

  • Whitnell & Co reported no remaining Truist Financial position as of Q2 2017 after selling out during the quarter.
  • Whitnell & Co sold 1,980 Truist Financial shares in Q2 2017, an estimated $89K.
  • Whitnell & Co first reported a position in Truist Financial in Q4 2015 and held it in 6 quarters.
  • Whitnell & Co's Truist Financial position peaked at $93K in Q4 2016.
  • 874 funds tracked by Wall St. Rank held Truist Financial as of Q2 2017.

Based on Whitnell & Co's 13F filing for Q2 2017, filed 28 Jul 2017.