Wisconsin Capital Management’s Truist Financial TFC Stock Holding History

Wisconsin 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
2014 Q4	$317K	Sell	8,150 -100	-1%	-$3.76K	0.11%	107
2014 Q3	$307K	Hold	8,250	–	–	0.11%	101
2014 Q2	$325K	Sell	8,250 -175	-2%	-$6.71K	0.12%	98
2014 Q1	$338K	Hold	8,425	–	–	0.13%	93
2013 Q4	$314K	Hold	8,425	–	–	0.12%	87
2013 Q3	$284K	Hold	8,425	–	–	0.12%	89
2013 Q2	$285K	Buy	+8,425	New	+$269K	0.12%	84

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wisconsin Capital Management's TFC Position: Q4 2014 in Review

Wisconsin Capital Management reduced its Truist Financial (TFC) stake by 1.2% in Q4 2014, selling an estimated $3.76K and leaving 8,150 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #107.

Wisconsin Capital Management first reported a position in TFC in Q2 2013 and has held it in 7 quarters since. The position peaked at $338K in Q1 2014. 726 funds tracked by Wall St. Rank hold TFC as of Q4 2014.

Wisconsin Capital Management held 8,150 shares of Truist Financial worth $317K as of Q4 2014.
Wisconsin Capital Management sold 100 Truist Financial shares in Q4 2014, an estimated $3.76K.
Truist Financial made up 0.11% of Wisconsin Capital Management's portfolio in Q4 2014, its #107 holding.
Wisconsin Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 7 quarters since.
Wisconsin Capital Management's Truist Financial position peaked at $338K in Q1 2014.
726 funds tracked by Wall St. Rank held Truist Financial as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.