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

Edge 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
2015 Q1	–	Sell	-155	Closed	-$7K	–	493
2014 Q4	$7K	Buy	155 +1	+0.6%	+$39	﹤0.01%	327
2014 Q3	$6K	Hold	154	–	–	﹤0.01%	338
2014 Q2	$6K	Buy	154 +1	+0.7%	+$39	﹤0.01%	320
2014 Q1	$6K	Buy	153 +1	+0.7%	+$38	﹤0.01%	319
2013 Q4	$6K	Hold	152	–	–	﹤0.01%	292
2013 Q3	$5K	Hold	152	–	–	﹤0.01%	272
2013 Q2	$5K	Buy	+152	New	+$4.61K	﹤0.01%	263

Other funds holding STI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Edge Wealth Management's STI Position: Q1 2015 in Review

Edge Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q1 2015, closing a stake of 155 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in STI in Q2 2013 and held it in 7 quarters. The position peaked at $7K in Q4 2014. 618 funds tracked by Wall St. Rank hold STI as of Q1 2015.

Edge Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q1 2015 after selling out during the quarter.
Edge Wealth Management sold 155 SunTrust Banks, Inc. shares in Q1 2015, an estimated $7K.
Edge Wealth Management first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 7 quarters.
Edge Wealth Management's SunTrust Banks, Inc. position peaked at $7K in Q4 2014.
618 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2015.

Based on Edge Wealth Management's 13F filing for Q1 2015, filed 6 Apr 2015.