XML Securities’s Truist Financial TFC Stock Holding History

XML Securities’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
2018 Q1	$200K	Buy	+3,842	New	+$207K	0.25%	68

Other funds holding TFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

XML Securities's TFC Position: Q1 2018 in Review

XML Securities opened a new position in Truist Financial (TFC) in Q1 2018: 3,842 shares worth $200K. The stake represents 0.25% of the portfolio and ranks #68 among its holdings.

1,031 funds tracked by Wall St. Rank hold TFC as of Q1 2018.

XML Securities held 3,842 shares of Truist Financial worth $200K as of Q1 2018.
Truist Financial was a new XML Securities position in Q1 2018.
Truist Financial made up 0.25% of XML Securities's portfolio in Q1 2018, its #68 holding.
1,031 funds tracked by Wall St. Rank held Truist Financial as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.