CCWA
STI

CLA (CliftonLarsonAllen) Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History

CLA (CliftonLarsonAllen) 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
2015
Q3 		– Sell
-5,215
Closed -$224K – 167
2015
Q2 		$224K Buy
+5,215
New +$222K 0.04% 149

Other funds holding STI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's STI Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q3 2015, closing a stake of 5,215 shares — an estimated $224K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in STI in Q2 2015 and held it in 1 quarter. The position peaked at $224K in Q2 2015. 663 funds tracked by Wall St. Rank hold STI as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 5,215 SunTrust Banks, Inc. shares in Q3 2015, an estimated $224K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SunTrust Banks, Inc. in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's SunTrust Banks, Inc. position peaked at $224K in Q2 2015.
  • 663 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.