KFS
STI

KMS Financial Services’s SunTrust Banks, Inc. STI Stock Holding History

KMS Financial Services’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
2014
Q3 		$206K Buy
5,412
+261
+5% +$10.1K 0.03% 481
2014
Q2 		$206K Buy
+5,151
New +$201K 0.03% 494

Other funds holding STI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KMS Financial Services's STI Position: Q3 2014 in Review

KMS Financial Services increased its SunTrust Banks, Inc. (STI) stake by 5.1% in Q3 2014, buying an estimated $10.1K and bringing the position to 5,412 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #481.

KMS Financial Services first reported a position in STI in Q2 2014 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold STI as of Q3 2014.

  • KMS Financial Services held 5,412 shares of SunTrust Banks, Inc. worth $206K as of Q3 2014.
  • KMS Financial Services bought 261 SunTrust Banks, Inc. shares in Q3 2014, an estimated $10.1K.
  • SunTrust Banks, Inc. made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #481 holding.
  • KMS Financial Services first reported a position in SunTrust Banks, Inc. in Q2 2014 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.