AWS
STI

Aris Wealth Services’s SunTrust Banks, Inc. STI Stock Holding History

Aris Wealth Services’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
2015
Q3 		$2K Sell
41
-1,146
-97% -$48K ﹤0.01% 339
2015
Q2 		$51K Buy
1,187
+15
+1% +$638 0.05% 213
2015
Q1 		$48K Buy
+1,172
New +$47.5K 0.04% 218

Other funds holding STI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aris Wealth Services's STI Position: Q3 2015 in Review

Aris Wealth Services reduced its SunTrust Banks, Inc. (STI) stake by 97% in Q3 2015, selling an estimated $48K and leaving 41 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Aris Wealth Services first reported a position in STI in Q1 2015 and has held it in 3 quarters since. The position peaked at $51K in Q2 2015. 663 funds tracked by Wall St. Rank hold STI as of Q3 2015.

  • Aris Wealth Services held 41 shares of SunTrust Banks, Inc. worth $2K as of Q3 2015.
  • Aris Wealth Services sold 1,146 SunTrust Banks, Inc. shares in Q3 2015, an estimated $48K.
  • SunTrust Banks, Inc. made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #339 holding.
  • Aris Wealth Services first reported a position in SunTrust Banks, Inc. in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's SunTrust Banks, Inc. position peaked at $51K in Q2 2015.
  • 663 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.