Carson Wealth (CWM LLC)’s SunTrust Banks, Inc. STI Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	–	Sell	-215	Closed	-$11K	–	3449
2018 Q4	$11K	Buy	215 +111	+107%	+$6.65K	﹤0.01%	1318
2018 Q3	$7K	Buy	104 +20	+24%	+$1.43K	﹤0.01%	1276
2018 Q2	$6K	Hold	84	–	–	﹤0.01%	1169
2018 Q1	$6K	Buy	84 +47	+127%	+$3.26K	﹤0.01%	992
2017 Q4	$2K	Buy	+37	New	+$2.26K	﹤0.01%	1317
2017 Q1	–	Sell	-301	Closed	-$17K	–	1377
2016 Q4	$17K	Buy	+301	New	+$15K	﹤0.01%	623

Other funds holding STI

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

BlackRock New York $5.72T AUM 30.48% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STI Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of SunTrust Banks, Inc. (STI) in Q1 2019, closing a stake of 215 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in STI in Q4 2016 and held it in 6 quarters. The position peaked at $17K in Q4 2016. 849 funds tracked by Wall St. Rank hold STI as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining SunTrust Banks, Inc. position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 215 SunTrust Banks, Inc. shares in Q1 2019, an estimated $11K.
Carson Wealth (CWM LLC) first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s SunTrust Banks, Inc. position peaked at $17K in Q4 2016.
849 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.