Kelman-Lazarov Inc’s SunTrust Banks, Inc. STI Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-2,514	Closed	-$138K	–	280
2016 Q4	$138K	Sell	2,514 -3,059	-55%	-$153K	0.08%	122
2016 Q3	$249K	Buy	5,573 +800	+17%	+$34.3K	0.14%	101
2016 Q2	$194K	Hold	4,773	–	–	0.11%	110
2016 Q1	$175K	Buy	+4,773	New	+$172K	0.1%	121

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Kelman-Lazarov Inc's STI Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of SunTrust Banks, Inc. (STI) in Q1 2017, closing a stake of 2,514 shares — an estimated $138K sold.

Kelman-Lazarov Inc first reported a position in STI in Q1 2016 and held it in 4 quarters. The position peaked at $249K in Q3 2016. 743 funds tracked by Wall St. Rank hold STI as of Q1 2017.

Kelman-Lazarov Inc reported no remaining SunTrust Banks, Inc. position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 2,514 SunTrust Banks, Inc. shares in Q1 2017, an estimated $138K.
Kelman-Lazarov Inc first reported a position in SunTrust Banks, Inc. in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's SunTrust Banks, Inc. position peaked at $249K in Q3 2016.
743 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.