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

Elmwood 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
2019 Q4	–	Sell	-66	Closed	-$5K	–	264
2019 Q3	$5K	Hold	66	–	–	0.01%	211
2019 Q2	$4K	Hold	66	–	–	﹤0.01%	251
2019 Q1	$4K	Hold	66	–	–	﹤0.01%	247
2018 Q4	$3K	Buy	+66	New	+$3.95K	﹤0.01%	269

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

Elmwood Wealth Management's STI Position: Q4 2019 in Review

Elmwood Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 66 shares — an estimated $5K sold.

Elmwood Wealth Management first reported a position in STI in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Elmwood Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Elmwood Wealth Management sold 66 SunTrust Banks, Inc. shares in Q4 2019, an estimated $5K.
Elmwood Wealth Management first reported a position in SunTrust Banks, Inc. in Q4 2018 and held it in 4 quarters.
Elmwood Wealth Management's SunTrust Banks, Inc. position peaked at $5K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.