Forvis Mazars Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Forvis Mazars Wealth Advisors’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
2016 Q4	–	Sell	-7,679	Closed	-$336K	–	212
2016 Q3	$336K	Buy	7,679 +688	+10%	+$29.5K	0.05%	135
2016 Q2	$287K	Buy	6,991 +392	+6%	+$16K	0.04%	144
2016 Q1	$238K	Buy	6,599 +734	+13%	+$26.4K	0.04%	162
2015 Q4	$251K	Sell	5,865 -44	-0.7%	-$1.85K	0.04%	163
2015 Q3	$226K	Buy	+5,909	New	+$247K	0.04%	161

Other funds holding STI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIT

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Forvis Mazars Wealth Advisors's STI Position: Q4 2016 in Review

Forvis Mazars Wealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2016, closing a stake of 7,679 shares — an estimated $336K sold.

Forvis Mazars Wealth Advisors first reported a position in STI in Q3 2015 and held it in 5 quarters. The position peaked at $336K in Q3 2016. 727 funds tracked by Wall St. Rank hold STI as of Q4 2016.

Forvis Mazars Wealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2016 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 7,679 SunTrust Banks, Inc. shares in Q4 2016, an estimated $336K.
Forvis Mazars Wealth Advisors first reported a position in SunTrust Banks, Inc. in Q3 2015 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's SunTrust Banks, Inc. position peaked at $336K in Q3 2016.
727 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2016, filed 6 Jan 2017.