BWFA
STI

Baltimore-Washington Financial Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Baltimore-Washington Financial Advisors’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
Q2 		– Sell
-250
Closed -$10K – 301
2015
Q1 		$10K Buy
+250
New +$10.1K ﹤0.01% 212

Other funds holding STI

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Baltimore-Washington Financial Advisors's STI Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of SunTrust Banks, Inc. (STI) in Q2 2015, closing a stake of 250 shares — an estimated $10K sold.

Baltimore-Washington Financial Advisors first reported a position in STI in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 637 funds tracked by Wall St. Rank hold STI as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining SunTrust Banks, Inc. position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 250 SunTrust Banks, Inc. shares in Q2 2015, an estimated $10K.
  • Baltimore-Washington Financial Advisors first reported a position in SunTrust Banks, Inc. in Q1 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's SunTrust Banks, Inc. position peaked at $10K in Q1 2015.
  • 637 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.