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

Baystate 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	-21	Closed	-$1K	–	683
2019 Q3	$1K	Buy	21 +1	+5%	+$64	﹤0.01%	566
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	638
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	654
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	667
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	673
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	681
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	657
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	647
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	624
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	667
2017 Q1	$1K	Buy	+20	New	+$1.15K	﹤0.01%	631

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

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

Baystate Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 21 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in STI in Q1 2017 and held it in 11 quarters. The position peaked at $1K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Baystate Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Baystate Wealth Management sold 21 SunTrust Banks, Inc. shares in Q4 2019, an estimated $1K.
Baystate Wealth Management first reported a position in SunTrust Banks, Inc. in Q1 2017 and held it in 11 quarters.
Baystate Wealth Management's SunTrust Banks, Inc. position peaked at $1K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Baystate Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.