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Wilmington Trust Investment Management’s Truist Financial TFC Stock Holding History

Wilmington Trust 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 		$231K Sell
5,870
-1,700
-22% -$65.2K 0.05% 324
2014
Q1 		$304K Sell
7,570
-4,300
-36% -$165K 0.06% 261
2013
Q4 		$443K Sell
11,870
-2,000
-14% -$69.1K 0.09% 199
2013
Q3 		$468K Hold
13,870
– – 0.1% 177
2013
Q2 		$470K Buy
+13,870
New +$442K 0.1% 161

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $113B AUM 38.87% 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 $59.9B AUM 27.01% 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

Wilmington Trust Investment Management's TFC Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Truist Financial (TFC) stake by 22% in Q2 2014, selling an estimated $65.2K and leaving 5,870 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #324.

Wilmington Trust Investment Management first reported a position in TFC in Q2 2013 and has held it in 5 quarters since. The position peaked at $470K in Q2 2013. 679 funds tracked by Wall St. Rank hold TFC as of Q2 2014.

  • Wilmington Trust Investment Management held 5,870 shares of Truist Financial worth $231K as of Q2 2014.
  • Wilmington Trust Investment Management sold 1,700 Truist Financial shares in Q2 2014, an estimated $65.2K.
  • Truist Financial made up 0.05% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #324 holding.
  • Wilmington Trust Investment Management first reported a position in Truist Financial in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's Truist Financial position peaked at $470K in Q2 2013.
  • 679 funds tracked by Wall St. Rank held Truist Financial as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.