AE Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

AE Wealth Management’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
2019 Q4	–	Sell	-8,070	Closed	-$555K	–	1188
2019 Q3	$555K	Buy	8,070 +2,931	+57%	+$188K	0.02%	590
2019 Q2	$323K	Buy	+5,139	New	+$323K	0.01%	725
2018 Q4	–	Sell	-4,252	Closed	-$284K	–	629
2018 Q3	$284K	Buy	4,252 +5	+0.1%	+$357	0.02%	465
2018 Q2	$280K	Buy	4,247 +171	+4%	+$11.6K	0.02%	349
2018 Q1	$277K	Buy	4,076 +407	+11%	+$28.2K	0.02%	343
2017 Q4	$237K	Buy	+3,669	New	+$224K	0.02%	368

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

AE Wealth Management's STI Position: Q4 2019 in Review

AE Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 8,070 shares — an estimated $555K sold.

AE Wealth Management first reported a position in STI in Q4 2017 and held it in 6 quarters. The position peaked at $555K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

AE Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
AE Wealth Management sold 8,070 SunTrust Banks, Inc. shares in Q4 2019, an estimated $555K.
AE Wealth Management first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 6 quarters.
AE Wealth Management's SunTrust Banks, Inc. position peaked at $555K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.