Independence Trust’s SunTrust Banks, Inc. STI Stock Holding History

Independence Trust’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
2017 Q4	$2.03M	Buy	31,387 +26,859	+593%	+$1.64M	2.24%	16
2017 Q3	$271K	Sell	4,528 -131	-3%	-$7.4K	0.31%	59
2017 Q2	$264K	Sell	4,659 -82	-2%	-$4.56K	0.31%	62
2017 Q1	$262K	Sell	4,741 -330	-7%	-$18.9K	0.34%	57
2016 Q4	$278K	Hold	5,071	–	–	0.38%	57
2016 Q3	$222K	Buy	+5,071	New	+$217K	0.36%	48

Other funds holding STI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independence Trust's STI Position: Q4 2017 in Review

Independence Trust increased its SunTrust Banks, Inc. (STI) stake by 593% in Q4 2017, buying an estimated $1.64M and bringing the position to 31,387 shares worth $2.03M. The position accounts for 2.24% of the portfolio, ranked #16.

Independence Trust first reported a position in STI in Q3 2016 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold STI as of Q4 2017.

Independence Trust held 31,387 shares of SunTrust Banks, Inc. worth $2.03M as of Q4 2017.
Independence Trust bought 26,859 SunTrust Banks, Inc. shares in Q4 2017, an estimated $1.64M.
SunTrust Banks, Inc. made up 2.24% of Independence Trust's portfolio in Q4 2017, its #16 holding.
Independence Trust first reported a position in SunTrust Banks, Inc. in Q3 2016 and has held it in 6 quarters since.
820 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.