Cornerstone Advisory’s SunTrust Banks, Inc. STI Stock Holding History

Cornerstone Advisory’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	-4,550	Closed	-$313K	–	175
2019 Q3	$313K	Sell	4,550 -96	-2%	-$6.14K	0.07%	131
2019 Q2	$292K	Hold	4,646	–	–	0.06%	134
2019 Q1	$275K	Hold	4,646	–	–	0.06%	134
2018 Q4	$234K	Hold	4,646	–	–	0.06%	132
2018 Q3	$310K	Buy	4,646 +160	+4%	+$11.4K	0.09%	124
2018 Q2	$296K	Hold	4,486	–	–	0.1%	122
2018 Q1	$305K	Hold	4,486	–	–	0.11%	116
2017 Q4	$290K	Hold	4,486	–	–	0.1%	120
2017 Q3	$268K	Hold	4,486	–	–	0.09%	126
2017 Q2	$254K	Hold	4,486	–	–	0.09%	126
2017 Q1	$248K	Hold	4,486	–	–	0.13%	100
2016 Q4	$246K	Buy	+4,486	New	+$224K	0.18%	76

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

Cornerstone Advisory's STI Position: Q4 2019 in Review

Cornerstone Advisory sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 4,550 shares — an estimated $313K sold.

Cornerstone Advisory first reported a position in STI in Q4 2016 and held it in 12 quarters. The position peaked at $313K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Cornerstone Advisory reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Cornerstone Advisory sold 4,550 SunTrust Banks, Inc. shares in Q4 2019, an estimated $313K.
Cornerstone Advisory first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 12 quarters.
Cornerstone Advisory's SunTrust Banks, Inc. position peaked at $313K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Cornerstone Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.