Blue Bell Private Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Blue Bell Private 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
2016 Q4	–	Sell	-1,000	Closed	-$44K	–	410
2016 Q3	$44K	Hold	1,000	–	–	0.03%	223
2016 Q2	$42K	Hold	1,000	–	–	0.03%	233
2016 Q1	$36K	Hold	1,000	–	–	0.02%	246
2015 Q4	$43K	Hold	1,000	–	–	0.03%	228
2015 Q3	$38K	Hold	1,000	–	–	0.03%	246
2015 Q2	$43K	Hold	1,000	–	–	0.03%	238
2015 Q1	$41K	Hold	1,000	–	–	0.02%	239
2014 Q4	$41K	Hold	1,000	–	–	0.02%	245
2014 Q3	$38K	Hold	1,000	–	–	0.02%	262
2014 Q2	$40K	Hold	1,000	–	–	0.02%	246
2014 Q1	$40K	Hold	1,000	–	–	0.03%	214
2013 Q4	$37K	Buy	+1,000	New	+$34.9K	0.03%	230

Other funds holding STI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Bell Private Wealth Management's STI Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2016, closing a stake of 1,000 shares — an estimated $44K sold.

Blue Bell Private Wealth Management first reported a position in STI in Q4 2013 and held it in 12 quarters. The position peaked at $44K in Q3 2016. 727 funds tracked by Wall St. Rank hold STI as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,000 SunTrust Banks, Inc. shares in Q4 2016, an estimated $44K.
Blue Bell Private Wealth Management first reported a position in SunTrust Banks, Inc. in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's SunTrust Banks, Inc. position peaked at $44K in Q3 2016.
727 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.