Avantax Planning Partners’s SunTrust Banks, Inc. STI Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-795	Closed	-$53K	–	1396
2018 Q3	$53K	Buy	+795	New	+$56.7K	﹤0.01%	476
2018 Q2	–	Sell	-946	Closed	-$63K	–	1748
2018 Q1	$63K	Buy	+946	New	+$65.6K	0.01%	488

Other funds holding STI

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Avantax Planning Partners's STI Position: Q4 2018 in Review

Avantax Planning Partners sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 795 shares — an estimated $53K sold.

Avantax Planning Partners first reported a position in STI in Q1 2018 and held it in 2 quarters. The position peaked at $63K in Q1 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

Avantax Planning Partners reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 795 SunTrust Banks, Inc. shares in Q4 2018, an estimated $53K.
Avantax Planning Partners first reported a position in SunTrust Banks, Inc. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's SunTrust Banks, Inc. position peaked at $63K in Q1 2018.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.