Freedom Investment Management’s SunTrust Banks, Inc. STI Stock Holding History

Freedom Investment 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	-4,357	Closed	-$300K	–	728
2019 Q3	$300K	Sell	4,357 -1,571	-27%	-$101K	0.03%	507
2019 Q2	$373K	Sell	5,928 -299	-5%	-$18.8K	0.03%	441
2019 Q1	$369K	Buy	6,227 +168	+3%	+$10.3K	0.03%	458
2018 Q4	$306K	Buy	+6,059	New	+$363K	0.02%	569
2017 Q3	–	Sell	-5,078	Closed	-$288K	–	1174
2017 Q2	$288K	Buy	+5,078	New	+$282K	0.02%	803

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

Freedom Investment Management's STI Position: Q4 2019 in Review

Freedom Investment Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 4,357 shares — an estimated $300K sold.

Freedom Investment Management first reported a position in STI in Q2 2017 and held it in 5 quarters. The position peaked at $373K in Q2 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Freedom Investment Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Freedom Investment Management sold 4,357 SunTrust Banks, Inc. shares in Q4 2019, an estimated $300K.
Freedom Investment Management first reported a position in SunTrust Banks, Inc. in Q2 2017 and held it in 5 quarters.
Freedom Investment Management's SunTrust Banks, Inc. position peaked at $373K in Q2 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Freedom Investment Management's 13F filing for Q4 2019, filed 24 Jan 2020.