Burt Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Burt Wealth 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	-685	Closed	-$47K	–	353
2019 Q3	$47K	Hold	685	–	–	0.02%	171
2019 Q2	$43K	Buy	+685	New	+$43K	0.02%	178
2016 Q3	–	Sell	-167	Closed	-$6K	–	428
2016 Q2	$6K	Hold	167	–	–	0.01%	305
2016 Q1	$6K	Hold	167	–	–	0.01%	370
2015 Q4	$7K	Buy	+167	New	+$7.03K	0.01%	334

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Burt Wealth Advisors's STI Position: Q4 2019 in Review

Burt Wealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 685 shares — an estimated $47K sold.

Burt Wealth Advisors first reported a position in STI in Q4 2015 and held it in 5 quarters. The position peaked at $47K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Burt Wealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Burt Wealth Advisors sold 685 SunTrust Banks, Inc. shares in Q4 2019, an estimated $47K.
Burt Wealth Advisors first reported a position in SunTrust Banks, Inc. in Q4 2015 and held it in 5 quarters.
Burt Wealth Advisors's SunTrust Banks, Inc. position peaked at $47K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Burt Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.