Kings Point Capital Management’s SunTrust Banks, Inc. STI Stock Holding History

Kings Point Capital 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
2018 Q4	–	Sell	-3,611	Closed	-$241K	–	377
2018 Q3	$241K	Sell	3,611 -400	-10%	-$28.5K	0.04%	138
2018 Q2	$265K	Sell	4,011 -380	-9%	-$25.8K	0.05%	135
2018 Q1	$299K	Buy	4,391 +86	+2%	+$5.97K	0.06%	130
2017 Q4	$278K	Buy	4,305 +200	+5%	+$12.2K	0.06%	132
2017 Q3	$245K	Buy	4,105 +575	+16%	+$32.5K	0.05%	133
2017 Q2	$200K	Hold	3,530	–	–	0.05%	139
2017 Q1	$195K	Buy	+3,530	New	+$202K	0.05%	138
2016 Q2	–	Sell	-525	Closed	-$19K	–	340
2016 Q1	$19K	Sell	525 -525	-50%	-$18.9K	﹤0.01%	267
2015 Q4	$45K	Hold	1,050	–	–	0.01%	209
2015 Q3	$40K	Hold	1,050	–	–	0.01%	243
2015 Q2	$45K	Hold	1,050	–	–	0.01%	222
2015 Q1	$43K	Hold	1,050	–	–	0.01%	229
2014 Q4	$44K	Hold	1,050	–	–	0.01%	212
2014 Q3	$40K	Hold	1,050	–	–	0.01%	200
2014 Q2	$42K	Hold	1,050	–	–	0.01%	195
2014 Q1	$42K	Hold	1,050	–	–	0.01%	185
2013 Q4	$39K	Hold	1,050	–	–	0.01%	187
2013 Q3	$34K	Hold	1,050	–	–	0.01%	203
2013 Q2	$33K	Buy	+1,050	New	+$31.8K	0.01%	214

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

Kings Point Capital Management's STI Position: Q4 2018 in Review

Kings Point Capital Management sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 3,611 shares — an estimated $241K sold.

Kings Point Capital Management first reported a position in STI in Q2 2013 and held it in 19 quarters. The position peaked at $299K in Q1 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

Kings Point Capital Management reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
Kings Point Capital Management sold 3,611 SunTrust Banks, Inc. shares in Q4 2018, an estimated $241K.
Kings Point Capital Management first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 19 quarters.
Kings Point Capital Management's SunTrust Banks, Inc. position peaked at $299K in Q1 2018.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.