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

CapWealth 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
2016 Q4	–	Sell	-2,218	Closed	-$97K	–	282
2016 Q3	$97K	Sell	2,218 -45	-2%	-$1.93K	0.02%	111
2016 Q2	$93K	Hold	2,263	–	–	0.02%	113
2016 Q1	$82K	Hold	2,263	–	–	0.02%	111
2015 Q4	$97K	Sell	2,263 -62	-3%	-$2.61K	0.02%	99
2015 Q3	$89K	Sell	2,325 -500	-18%	-$20.9K	0.02%	98
2015 Q2	$122K	Buy	2,825 +475	+20%	+$20.2K	0.03%	96
2015 Q1	$97K	Buy	+2,350	New	+$95.2K	0.02%	111
2014 Q4	–	Sell	-3,888	Closed	-$148K	–	306
2014 Q3	$148K	Sell	3,888 -110	-3%	-$4.25K	0.03%	93
2014 Q2	$160K	Hold	3,998	–	–	0.04%	89
2014 Q1	$159K	Hold	3,998	–	–	0.04%	82
2013 Q4	$147K	Hold	3,998	–	–	0.04%	96
2013 Q3	$130K	Hold	3,998	–	–	0.04%	101
2013 Q2	$126K	Buy	+3,998	New	+$121K	0.04%	103

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

CapWealth Advisors's STI Position: Q4 2016 in Review

CapWealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2016, closing a stake of 2,218 shares — an estimated $97K sold.

CapWealth Advisors first reported a position in STI in Q2 2013 and held it in 13 quarters. The position peaked at $160K in Q2 2014. 727 funds tracked by Wall St. Rank hold STI as of Q4 2016.

CapWealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 2,218 SunTrust Banks, Inc. shares in Q4 2016, an estimated $97K.
CapWealth Advisors first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 13 quarters.
CapWealth Advisors's SunTrust Banks, Inc. position peaked at $160K in Q2 2014.
727 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.