Creative Planning’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-33,208
| Closed | -$2.29M | – | 2161 |
|
|
2019
Q3 | $2.29M | Sell |
33,208
-355
| -1% | -$22.7K | 0.01% | 457 |
|
|
2019
Q2 | $2.11M | Sell |
33,563
-2,496
| -7% | -$157K | 0.01% | 484 |
|
|
2019
Q1 | $2.14M | Buy |
36,059
+6,524
| +22% | +$399K | 0.01% | 442 |
|
|
2018
Q4 | $1.49M | Sell |
29,535
-2,229
| -7% | -$133K | 0.01% | 505 |
|
|
2018
Q3 | $2.12M | Sell |
31,764
-2,574
| -7% | -$184K | 0.01% | 464 |
|
|
2018
Q2 | $2.27M | Sell |
34,338
-1,342
| -4% | -$91.2K | 0.01% | 434 |
|
|
2018
Q1 | $2.43M | Sell |
35,680
-15,068
| -30% | -$1.05M | 0.01% | 417 |
|
|
2017
Q4 | $3.28M | Buy |
50,748
+360
| +0.7% | +$22K | 0.01% | 338 |
|
|
2017
Q3 | $3.01M | Sell |
50,388
-1,378
| -3% | -$77.9K | 0.01% | 347 |
|
|
2017
Q2 | $2.94M | Buy |
51,766
+348
| +0.7% | +$19.3K | 0.01% | 332 |
|
|
2017
Q1 | $2.84M | Buy |
51,418
+5,991
| +13% | +$343K | 0.02% | 328 |
|
|
2016
Q4 | $2.49M | Sell |
45,427
-477
| -1% | -$23.8K | 0.02% | 343 |
|
|
2016
Q3 | $2.01M | Buy |
45,904
+4,734
| +11% | +$203K | 0.01% | 379 |
|
|
2016
Q2 | $1.69M | Buy |
41,170
+571
| +1% | +$23.3K | 0.01% | 380 |
|
|
2016
Q1 | $1.47M | Buy |
40,599
+21,215
| +109% | +$764K | 0.01% | 391 |
|
|
2015
Q4 | $830K | Sell |
19,384
-58
| -0.3% | -$2.44K | 0.01% | 566 |
|
|
2015
Q3 | $743K | Buy |
19,442
+1,028
| +6% | +$43K | 0.01% | 580 |
|
|
2015
Q2 | $792K | Sell |
18,414
-1,984
| -10% | -$84.3K | 0.01% | 543 |
|
|
2015
Q1 | $838K | Buy |
20,398
+892
| +5% | +$36.1K | 0.01% | 525 |
|
|
2014
Q4 | $817K | Sell |
19,506
-1,679
| -8% | -$65.8K | 0.01% | 518 |
|
|
2014
Q3 | $806K | Buy |
21,185
+4,488
| +27% | +$173K | 0.01% | 479 |
|
|
2014
Q2 | $669K | Buy |
16,697
+4,779
| +40% | +$186K | 0.01% | 530 |
|
|
2014
Q1 | $474K | Buy |
11,918
+6,060
| +103% | +$232K | 0.01% | 640 |
|
|
2013
Q4 | $216K | Sell |
5,858
-67
| -1% | -$2.34K | ﹤0.01% | 833 |
|
|
2013
Q3 | $192K | Buy |
5,925
+275
| +5% | +$9.3K | ﹤0.01% | 790 |
|
|
2013
Q2 | $178K | Buy |
+5,650
| New | +$171K | ﹤0.01% | 729 |
|
Other funds holding STI
Creative Planning's STI Position: Q4 2019 in Review
Creative Planning sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 33,208 shares — an estimated $2.29M sold.
Creative Planning first reported a position in STI in Q2 2013 and held it in 26 quarters. The position peaked at $3.28M in Q4 2017. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.
- Creative Planning reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
- Creative Planning sold 33,208 SunTrust Banks, Inc. shares in Q4 2019, an estimated $2.29M.
- Creative Planning first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 26 quarters.
- Creative Planning's SunTrust Banks, Inc. position peaked at $3.28M in Q4 2017.
- 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.
Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.