WSA
TFC icon

Willow Street Advisors’s Truist Financial TFC Stock Holding History

Willow Street 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
2013
Q4 		$3.65M Buy
97,770
+4,035
+4% +$139K 2.04% 10
2013
Q3 		$3.16M Buy
93,735
+30,460
+48% +$1.06M 1.96% 11
2013
Q2 		$2.8M Buy
+63,275
New +$2.02M 1.8% 11

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Willow Street Advisors's TFC Position: Q4 2013 in Review

Willow Street Advisors increased its Truist Financial (TFC) stake by 4.3% in Q4 2013, buying an estimated $139K and bringing the position to 97,770 shares worth $3.65M. The position accounts for 2.04% of the portfolio, ranked #10.

Willow Street Advisors first reported a position in TFC in Q2 2013 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold TFC as of Q4 2013.

  • Willow Street Advisors held 97,770 shares of Truist Financial worth $3.65M as of Q4 2013.
  • Willow Street Advisors bought 4,035 Truist Financial shares in Q4 2013, an estimated $139K.
  • Truist Financial made up 2.04% of Willow Street Advisors's portfolio in Q4 2013, its #10 holding.
  • Willow Street Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.