Concert Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-10,293	Closed	-$565K	–	476
2017 Q1	$565K	Sell	10,293 -174	-2%	-$9.97K	0.13%	221
2016 Q4	$575K	Sell	10,467 -432	-4%	-$21.6K	0.13%	225
2016 Q3	$475K	Sell	10,899 -30	-0.3%	-$1.28K	0.06%	384
2016 Q2	$445K	Buy	10,929 +2,104	+24%	+$86K	0.06%	367
2016 Q1	$317K	Buy	8,825 +45	+0.5%	+$1.62K	0.04%	444
2015 Q4	$372K	Buy	8,780 +104	+1%	+$4.38K	0.05%	422
2015 Q3	$331K	Buy	8,676 +6	+0.1%	+$251	0.04%	455
2015 Q2	$371K	Buy	+8,670	New	+$368K	0.05%	434
2015 Q1	–	Sell	-9,828	Closed	-$409K	–	655
2014 Q4	$409K	Sell	9,828 -327	-3%	-$12.8K	0.06%	370
2014 Q3	$384K	Buy	10,155 +2,064	+26%	+$79.7K	0.05%	326
2014 Q2	$309K	Buy	8,091 +781	+11%	+$30.4K	0.04%	408
2014 Q1	$285K	Sell	7,310 -811	-10%	-$31K	0.04%	419
2013 Q4	$299K	Sell	8,121 -868	-10%	-$30.3K	0.04%	377
2013 Q3	$291K	Buy	8,989 +122	+1%	+$4.13K	0.04%	377
2013 Q2	$278K	Buy	+8,867	New	+$269K	0.04%	359

Other funds holding STI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Concert Wealth Management's STI Position: Q2 2017 in Review

Concert Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q2 2017, closing a stake of 10,293 shares — an estimated $565K sold.

Concert Wealth Management first reported a position in STI in Q2 2013 and held it in 15 quarters. The position peaked at $575K in Q4 2016. 737 funds tracked by Wall St. Rank hold STI as of Q2 2017.

Concert Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 10,293 SunTrust Banks, Inc. shares in Q2 2017, an estimated $565K.
Concert Wealth Management first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 15 quarters.
Concert Wealth Management's SunTrust Banks, Inc. position peaked at $575K in Q4 2016.
737 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.