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

Institute for 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
2019 Q4	–	Sell	-5,673	Closed	-$390K	–	706
2019 Q3	$390K	Sell	5,673 -3,889	-41%	-$249K	0.1%	280
2019 Q2	$601K	Buy	9,562 +7	+0.1%	+$440	0.13%	227
2019 Q1	$566K	Buy	+9,555	New	+$585K	0.12%	216
2018 Q2	–	Sell	-11,405	Closed	-$765K	–	258
2018 Q1	$765K	Buy	11,405 +2,815	+33%	+$195K	0.23%	154
2017 Q4	$557K	Sell	8,590 -3,125	-27%	-$191K	0.13%	207
2017 Q3	$700K	Buy	11,715 +1,869	+19%	+$106K	0.23%	152
2017 Q2	$560K	Buy	+9,846	New	+$547K	0.15%	205

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

Institute for Wealth Management's STI Position: Q4 2019 in Review

Institute for Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 5,673 shares — an estimated $390K sold.

Institute for Wealth Management first reported a position in STI in Q2 2017 and held it in 7 quarters. The position peaked at $765K in Q1 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Institute for Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Institute for Wealth Management sold 5,673 SunTrust Banks, Inc. shares in Q4 2019, an estimated $390K.
Institute for Wealth Management first reported a position in SunTrust Banks, Inc. in Q2 2017 and held it in 7 quarters.
Institute for Wealth Management's SunTrust Banks, Inc. position peaked at $765K in Q1 2018.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Institute for Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.