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Wilmington Trust’s Truist Financial TFC Stock Holding History

Wilmington Trust’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 		$8.25M Sell
209,212
-32,731
-14% -$1.26M 0.14% 118
2014
Q1 		$9.72M Sell
241,943
-5,081
-2% -$194K 0.17% 99
2013
Q4 		$9.22M Sell
247,024
-1,278
-0.5% -$44.2K 0.16% 107
2013
Q3 		$8.38M Buy
248,302
+23,723
+11% +$828K 0.15% 108
2013
Q2 		$7.61M Buy
+224,579
New +$7.16M 0.15% 113

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $59B AUM 32.99% 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's TFC Position: Q2 2014 in Review

Wilmington Trust reduced its Truist Financial (TFC) stake by 14% in Q2 2014, selling an estimated $1.26M and leaving 209,212 shares worth $8.25M. The position accounts for 0.14% of the portfolio, ranked #118.

Wilmington Trust first reported a position in TFC in Q2 2013 and has held it in 5 quarters since. The position peaked at $9.72M in Q1 2014. 679 funds tracked by Wall St. Rank hold TFC as of Q2 2014.

  • Wilmington Trust held 209,212 shares of Truist Financial worth $8.25M as of Q2 2014.
  • Wilmington Trust sold 32,731 Truist Financial shares in Q2 2014, an estimated $1.26M.
  • Truist Financial made up 0.14% of Wilmington Trust's portfolio in Q2 2014, its #118 holding.
  • Wilmington Trust first reported a position in Truist Financial in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Truist Financial position peaked at $9.72M in Q1 2014.
  • 679 funds tracked by Wall St. Rank held Truist Financial as of Q2 2014.

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