Biltmore Family Office’s SunTrust Banks, Inc. STI Stock Holding History

Biltmore Family Office’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	-8,000	Closed	-$550K	–	220
2019 Q3	$550K	Buy	8,000 +2,000	+33%	+$128K	0.24%	88
2019 Q2	$377K	Sell	6,000 -500	-8%	-$31.4K	0.2%	97
2019 Q1	$385K	Hold	6,500	–	–	0.2%	104
2018 Q4	$328K	Hold	6,500	–	–	0.19%	110
2018 Q3	$434K	Hold	6,500	–	–	0.21%	99
2018 Q2	$429K	Sell	6,500 -2,000	-24%	-$136K	0.21%	93
2018 Q1	$578K	Buy	8,500 +2,000	+31%	+$139K	0.26%	93
2017 Q4	$420K	Buy	+6,500	New	+$397K	0.19%	103

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

Biltmore Family Office's STI Position: Q4 2019 in Review

Biltmore Family Office sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 8,000 shares — an estimated $550K sold.

Biltmore Family Office first reported a position in STI in Q4 2017 and held it in 8 quarters. The position peaked at $578K in Q1 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Biltmore Family Office reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Biltmore Family Office sold 8,000 SunTrust Banks, Inc. shares in Q4 2019, an estimated $550K.
Biltmore Family Office first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 8 quarters.
Biltmore Family Office's SunTrust Banks, Inc. position peaked at $578K in Q1 2018.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Biltmore Family Office's 13F filing for Q4 2019, filed 5 Feb 2020.