Homrich & Berg’s SunTrust Banks, Inc. STI Stock Holding History

Homrich & Berg’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	-3,992	Closed	-$275K	–	380
2019 Q3	$275K	Sell	3,992 -73	-2%	-$4.67K	0.01%	286
2019 Q2	$255K	Sell	4,065 -16	-0.4%	-$1K	0.01%	304
2019 Q1	$242K	Buy	+4,081	New	+$250K	0.01%	294
2018 Q4	–	Sell	-3,993	Closed	-$267K	–	344
2018 Q3	$267K	Sell	3,993 -1,337	-25%	-$95.4K	0.02%	276
2018 Q2	$352K	Buy	5,330 +1,982	+59%	+$135K	0.03%	234
2018 Q1	$228K	Sell	3,348 -444	-12%	-$30.8K	0.02%	302
2017 Q4	$245K	Buy	3,792 +372	+11%	+$22.7K	0.02%	291
2017 Q3	$204K	Buy	+3,420	New	+$193K	0.02%	310
2017 Q2	–	Sell	-3,960	Closed	-$219K	–	317
2017 Q1	$219K	Buy	+3,960	New	+$227K	0.02%	275

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

Homrich & Berg's STI Position: Q4 2019 in Review

Homrich & Berg sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 3,992 shares — an estimated $275K sold.

Homrich & Berg first reported a position in STI in Q1 2017 and held it in 9 quarters. The position peaked at $352K in Q2 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Homrich & Berg reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Homrich & Berg sold 3,992 SunTrust Banks, Inc. shares in Q4 2019, an estimated $275K.
Homrich & Berg first reported a position in SunTrust Banks, Inc. in Q1 2017 and held it in 9 quarters.
Homrich & Berg's SunTrust Banks, Inc. position peaked at $352K in Q2 2018.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Homrich & Berg's 13F filing for Q4 2019, filed 13 Feb 2020.