Advisory Research’s SunTrust Banks, Inc. STI Stock Holding History

Advisory Research’s Portfolio STI Stock Details STI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,374	Closed	-$283K	–	442
2017 Q4	$283K	Sell	4,374 -13	-0.3%	-$794	﹤0.01%	376
2017 Q3	$262K	Sell	4,387 -39	-0.9%	-$2.2K	﹤0.01%	404
2017 Q2	$251K	Buy	+4,426	New	+$246K	﹤0.01%	411
2014 Q2	–	Sell	-1,831	Closed	-$73K	–	717
2014 Q1	$73K	Buy	+1,831	New	+$70K	﹤0.01%	402

Other funds holding STI

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Advisory Research's STI Position: Q1 2018 in Review

Advisory Research sold out of SunTrust Banks, Inc. (STI) in Q1 2018, closing a stake of 4,374 shares — an estimated $283K sold.

Advisory Research first reported a position in STI in Q1 2014 and held it in 4 quarters. The position peaked at $283K in Q4 2017. 860 funds tracked by Wall St. Rank hold STI as of Q1 2018.

Advisory Research reported no remaining SunTrust Banks, Inc. position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 4,374 SunTrust Banks, Inc. shares in Q1 2018, an estimated $283K.
Advisory Research first reported a position in SunTrust Banks, Inc. in Q1 2014 and held it in 4 quarters.
Advisory Research's SunTrust Banks, Inc. position peaked at $283K in Q4 2017.
860 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.