CA
STI

Calton & Associates’s SunTrust Banks, Inc. STI Stock Holding History

Calton & Associates’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
2018
Q4 		– Sell
-4,426
Closed -$296K – 310
2018
Q3 		$296K Buy
4,426
+2
+0% +$143 0.09% 199
2018
Q2 		$321K Sell
4,424
-2,766
-38% -$188K 0.09% 176
2018
Q1 		$489K Buy
7,190
+1,649
+30% +$114K 0.14% 158
2017
Q4 		$389K Buy
+5,541
New +$338K 0.1% 192

Other funds holding STI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Calton & Associates's STI Position: Q4 2018 in Review

Calton & Associates sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 4,426 shares — an estimated $296K sold.

Calton & Associates first reported a position in STI in Q4 2017 and held it in 4 quarters. The position peaked at $489K in Q1 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

  • Calton & Associates reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
  • Calton & Associates sold 4,426 SunTrust Banks, Inc. shares in Q4 2018, an estimated $296K.
  • Calton & Associates first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 4 quarters.
  • Calton & Associates's SunTrust Banks, Inc. position peaked at $489K in Q1 2018.
  • 889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on Calton & Associates's 13F filing for Q4 2018, filed 11 Feb 2019.