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

IBEX 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
2018 Q4	–	Sell	-45,296	Closed	-$3M	–	105
2018 Q3	$3M	Buy	45,296 +1,573	+4%	+$112K	1.07%	39
2018 Q2	$2.89M	Hold	43,723	–	–	1.16%	38
2018 Q1	$2.89M	Buy	+43,723	New	+$3.03M	1.17%	37

Other funds holding STI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IBEX Wealth Advisors's STI Position: Q4 2018 in Review

IBEX Wealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 45,296 shares — an estimated $3M sold.

IBEX Wealth Advisors first reported a position in STI in Q1 2018 and held it in 3 quarters. The position peaked at $3M in Q3 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

IBEX Wealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
IBEX Wealth Advisors sold 45,296 SunTrust Banks, Inc. shares in Q4 2018, an estimated $3M.
IBEX Wealth Advisors first reported a position in SunTrust Banks, Inc. in Q1 2018 and held it in 3 quarters.
IBEX Wealth Advisors's SunTrust Banks, Inc. position peaked at $3M in Q3 2018.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on IBEX Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.