Berman Capital Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Berman Capital 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
2019 Q4	–	Sell	-767	Closed	-$52K	–	1612
2019 Q3	$52K	Buy	767 +1	+0.1%	+$64	0.02%	295
2019 Q2	$48K	Buy	766 +160	+26%	+$10.1K	0.02%	313
2019 Q1	$35K	Buy	606 +201	+50%	+$12.3K	0.01%	341
2018 Q4	$19K	Buy	+405	New	+$24.2K	0.01%	398

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

Berman Capital Advisors's STI Position: Q4 2019 in Review

Berman Capital Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 767 shares — an estimated $52K sold.

Berman Capital Advisors first reported a position in STI in Q4 2018 and held it in 4 quarters. The position peaked at $52K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Berman Capital Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Berman Capital Advisors sold 767 SunTrust Banks, Inc. shares in Q4 2019, an estimated $52K.
Berman Capital Advisors first reported a position in SunTrust Banks, Inc. in Q4 2018 and held it in 4 quarters.
Berman Capital Advisors's SunTrust Banks, Inc. position peaked at $52K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.