Integrated Wealth Counsel’s SunTrust Banks, Inc. STI Stock Holding History

Integrated Wealth Counsel’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 Q4	–	Sell	-517	Closed	-$23K	–	230
2016 Q3	$23K	Buy	+517	New	+$22.1K	0.05%	98

Other funds holding STI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Integrated Wealth Counsel's STI Position: Q4 2016 in Review

Integrated Wealth Counsel sold out of SunTrust Banks, Inc. (STI) in Q4 2016, closing a stake of 517 shares — an estimated $23K sold.

Integrated Wealth Counsel first reported a position in STI in Q3 2016 and held it in 1 quarter. The position peaked at $23K in Q3 2016. 727 funds tracked by Wall St. Rank hold STI as of Q4 2016.

Integrated Wealth Counsel reported no remaining SunTrust Banks, Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Counsel sold 517 SunTrust Banks, Inc. shares in Q4 2016, an estimated $23K.
Integrated Wealth Counsel first reported a position in SunTrust Banks, Inc. in Q3 2016 and held it in 1 quarter.
Integrated Wealth Counsel's SunTrust Banks, Inc. position peaked at $23K in Q3 2016.
727 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.