GWS
STI

Glassman Wealth Services’s SunTrust Banks, Inc. STI Stock Holding History

Glassman Wealth Services’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
-930
Closed -$64K – 1646
2019
Q3 		$64K Buy
930
+69
+8% +$4.42K 0.03% 209
2019
Q2 		$54K Buy
861
+7
+0.8% +$440 0.02% 228
2019
Q1 		$51K Buy
854
+84
+11% +$5.14K 0.02% 233
2018
Q4 		$39K Sell
770
-17
-2% -$1.02K 0.02% 219
2018
Q3 		$53K Hold
787
– – 0.02% 207
2018
Q2 		$52K Hold
787
– – 0.03% 182
2018
Q1 		$54K Buy
787
+5
+0.6% +$347 0.03% 169
2017
Q4 		$51K Buy
782
+12
+2% +$733 0.03% 164
2017
Q3 		$46K Hold
770
– – 0.03% 160
2017
Q2 		$44K Hold
770
– – 0.03% 165
2017
Q1 		$43K Hold
770
– – 0.03% 176
2016
Q4 		$42K Buy
770
+73
+10% +$3.65K 0.03% 188
2016
Q3 		$31K Hold
697
– – 0.03% 183
2016
Q2 		$29K Hold
697
– – 0.02% 182
2016
Q1 		$25K Hold
697
– – 0.02% 192
2015
Q4 		$30K Hold
697
– – 0.03% 181
2015
Q3 		$27K Hold
697
– – 0.02% 190
2015
Q2 		$30K Hold
697
– – 0.02% 187
2015
Q1 		$29K Hold
697
– – 0.02% 187
2014
Q4 		$29K Buy
+697
New +$27.3K 0.02% 198

Other funds holding STI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Glassman Wealth Services's STI Position: Q4 2019 in Review

Glassman Wealth Services sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 930 shares — an estimated $64K sold.

Glassman Wealth Services first reported a position in STI in Q4 2014 and held it in 20 quarters. The position peaked at $64K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Glassman Wealth Services reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 930 SunTrust Banks, Inc. shares in Q4 2019, an estimated $64K.
  • Glassman Wealth Services first reported a position in SunTrust Banks, Inc. in Q4 2014 and held it in 20 quarters.
  • Glassman Wealth Services's SunTrust Banks, Inc. position peaked at $64K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Glassman Wealth Services's 13F filing for Q4 2019, filed 7 Feb 2020.