Balasa Dinverno & Foltz’s SunTrust Banks, Inc. STI Stock Holding History

Balasa Dinverno & Foltz’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	-4,112	Closed	-$283K	–	280
2019 Q3	$283K	Hold	4,112	–	–	0.03%	197
2019 Q2	$258K	Hold	4,112	–	–	0.03%	203
2019 Q1	$244K	Sell	4,112 -183	-4%	-$11.2K	0.03%	213
2018 Q4	$217K	Buy	4,295 +1,271	+42%	+$76.1K	0.03%	204
2018 Q3	$202K	Buy	+3,024	New	+$216K	0.02%	237

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

Balasa Dinverno & Foltz's STI Position: Q4 2019 in Review

Balasa Dinverno & Foltz sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 4,112 shares — an estimated $283K sold.

Balasa Dinverno & Foltz first reported a position in STI in Q3 2018 and held it in 5 quarters. The position peaked at $283K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Balasa Dinverno & Foltz reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Balasa Dinverno & Foltz sold 4,112 SunTrust Banks, Inc. shares in Q4 2019, an estimated $283K.
Balasa Dinverno & Foltz first reported a position in SunTrust Banks, Inc. in Q3 2018 and held it in 5 quarters.
Balasa Dinverno & Foltz's SunTrust Banks, Inc. position peaked at $283K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2019, filed 22 Jan 2020.