WCM
TFC icon

Windsor Capital Management’s Truist Financial TFC Stock Holding History

Windsor Capital 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
2013
Q4 		– Sell
-267
Closed -$9K – 411
2013
Q3 		$9K Buy
+267
New +$9.32K 0.01% 349

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

Windsor Capital Management's TFC Position: Q4 2013 in Review

Windsor Capital Management sold out of Truist Financial (TFC) in Q4 2013, closing a stake of 267 shares — an estimated $9K sold.

Windsor Capital Management first reported a position in TFC in Q3 2013 and held it in 1 quarter. The position peaked at $9K in Q3 2013. 669 funds tracked by Wall St. Rank hold TFC as of Q4 2013.

  • Windsor Capital Management reported no remaining Truist Financial position as of Q4 2013 after selling out during the quarter.
  • Windsor Capital Management sold 267 Truist Financial shares in Q4 2013, an estimated $9K.
  • Windsor Capital Management first reported a position in Truist Financial in Q3 2013 and held it in 1 quarter.
  • Windsor Capital Management's Truist Financial position peaked at $9K in Q3 2013.
  • 669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2013.

Based on Windsor Capital Management's 13F filing for Q4 2013, filed 10 Jan 2014.