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

Evermay 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	-4,800	Closed	-$330K	–	169
2019 Q3	$330K	Sell	4,800 -50	-1%	-$3.2K	0.09%	104
2019 Q2	$305K	Sell	4,850 -18	-0.4%	-$1.13K	0.08%	110
2019 Q1	$288K	Buy	4,868 +100	+2%	+$6.12K	0.08%	112
2018 Q4	$240K	Buy	+4,768	New	+$285K	0.08%	119

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

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

Evermay Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 4,800 shares — an estimated $330K sold.

Evermay Wealth Management first reported a position in STI in Q4 2018 and held it in 4 quarters. The position peaked at $330K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Evermay Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Evermay Wealth Management sold 4,800 SunTrust Banks, Inc. shares in Q4 2019, an estimated $330K.
Evermay Wealth Management first reported a position in SunTrust Banks, Inc. in Q4 2018 and held it in 4 quarters.
Evermay Wealth Management's SunTrust Banks, Inc. position peaked at $330K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Evermay Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.