Yorktown Management & Research Company’s Truist Financial TFC Stock Holding History

Yorktown Management & Research Company’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
2017 Q4	–	Sell	-4,700	Closed	-$221K	–	416
2017 Q3	$221K	Hold	4,700	–	–	0.06%	352
2017 Q2	$213K	Hold	4,700	–	–	0.07%	283
2017 Q1	$210K	Hold	4,700	–	–	0.05%	319
2016 Q4	$221K	Buy	+4,700	New	+$200K	0.06%	318
2016 Q1	–	Sell	-5,800	Closed	-$219K	–	410
2015 Q4	$219K	Hold	5,800	–	–	0.04%	349
2015 Q3	$206K	Hold	5,800	–	–	0.03%	414
2015 Q2	$234K	Hold	5,800	–	–	0.04%	394
2015 Q1	$226K	Hold	5,800	–	–	0.04%	396
2014 Q4	$226K	Sell	5,800 -14,200	-71%	-$534K	0.05%	351
2014 Q3	$744K	Hold	20,000	–	–	0.14%	105
2014 Q2	$788K	Sell	20,000 -14,000	-41%	-$537K	0.15%	107
2014 Q1	$1.37M	Hold	34,000	–	–	0.26%	76
2013 Q4	$1.27M	Buy	34,000 +700	+2%	+$24.2K	0.26%	81
2013 Q3	$1.12M	Buy	+33,300	New	+$1.16M	0.24%	84

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

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

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

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

Yorktown Management & Research Company's TFC Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of Truist Financial (TFC) in Q4 2017, closing a stake of 4,700 shares — an estimated $221K sold.

Yorktown Management & Research Company first reported a position in TFC in Q3 2013 and held it in 14 quarters. The position peaked at $1.37M in Q1 2014. 983 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

Yorktown Management & Research Company reported no remaining Truist Financial position as of Q4 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 4,700 Truist Financial shares in Q4 2017, an estimated $221K.
Yorktown Management & Research Company first reported a position in Truist Financial in Q3 2013 and held it in 14 quarters.
Yorktown Management & Research Company's Truist Financial position peaked at $1.37M in Q1 2014.
983 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.