Cerity Partners’s SunTrust Banks, Inc. STI Stock Holding History

Cerity Partners’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	-43,493	Closed	-$2.99M	–	584
2019 Q3	$2.99M	Buy	43,493 +17,641	+68%	+$1.13M	0.18%	124
2019 Q2	$1.63M	Sell	25,852 -20,256	-44%	-$1.27M	0.1%	179
2019 Q1	$2.73M	Sell	46,108 -33,907	-42%	-$2.07M	0.18%	124
2018 Q4	$4.04M	Buy	80,015 +4,504	+6%	+$270K	0.27%	86
2018 Q3	$5.04M	Sell	75,511 -5,690	-7%	-$406K	0.35%	69
2018 Q2	$5.36M	Sell	81,201 -846	-1%	-$57.5K	0.4%	54
2018 Q1	$5.58M	Sell	82,047 -2,319	-3%	-$161K	0.43%	52
2017 Q4	$5.45M	Sell	84,366 -2,525	-3%	-$154K	0.37%	57
2017 Q3	$5.19M	Sell	86,891 -8,877	-9%	-$502K	0.37%	56
2017 Q2	$4.68M	Buy	95,768 +23,506	+33%	+$1.31M	0.39%	55
2017 Q1	$4M	Buy	+72,262	New	+$4.14M	0.33%	61

Other funds holding STI

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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

SSB

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

Cerity Partners's STI Position: Q4 2019 in Review

Cerity Partners sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 43,493 shares — an estimated $2.99M sold.

Cerity Partners first reported a position in STI in Q1 2017 and held it in 11 quarters. The position peaked at $5.58M in Q1 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Cerity Partners reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Cerity Partners sold 43,493 SunTrust Banks, Inc. shares in Q4 2019, an estimated $2.99M.
Cerity Partners first reported a position in SunTrust Banks, Inc. in Q1 2017 and held it in 11 quarters.
Cerity Partners's SunTrust Banks, Inc. position peaked at $5.58M in Q1 2018.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Cerity Partners's 13F filing for Q4 2019, filed 14 Feb 2020.