GWM
STI

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

Gupta 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
2016
Q1 		– Sell
-812
Closed -$35K – 1330
2015
Q4 		$35K Buy
812
+764
+1,592% +$32.2K 0.01% 513
2015
Q3 		$2K Hold
48
– – ﹤0.01% 1163
2015
Q2 		$2K Sell
48
-47
-49% -$2K ﹤0.01% 1164
2015
Q1 		$4K Buy
+95
New +$3.85K ﹤0.01% 933

Other funds holding STI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's STI Position: Q1 2016 in Review

Gupta Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q1 2016, closing a stake of 812 shares — an estimated $35K sold.

Gupta Wealth Management first reported a position in STI in Q1 2015 and held it in 4 quarters. The position peaked at $35K in Q4 2015. 644 funds tracked by Wall St. Rank hold STI as of Q1 2016.

  • Gupta Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 812 SunTrust Banks, Inc. shares in Q1 2016, an estimated $35K.
  • Gupta Wealth Management first reported a position in SunTrust Banks, Inc. in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's SunTrust Banks, Inc. position peaked at $35K in Q4 2015.
  • 644 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.