Lake Street Advisors Group’s SunTrust Banks, Inc. STI Stock Holding History

Lake Street Advisors Group’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	-3,633	Closed	-$233K	–	259
2019 Q3	$233K	Buy	3,633 +217	+6%	+$13.9K	0.03%	192
2019 Q2	$215K	Buy	+3,416	New	+$215K	0.02%	202
2018 Q4	–	Sell	-3,199	Closed	-$214K	–	225
2018 Q3	$214K	Sell	3,199 -704	-18%	-$50.2K	0.02%	190
2018 Q2	$258K	Sell	3,903 -176	-4%	-$12K	0.03%	258
2018 Q1	$278K	Sell	4,079 -250	-6%	-$17.3K	0.03%	215
2017 Q4	$280K	Buy	+4,329	New	+$264K	0.03%	233

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

Lake Street Advisors Group's STI Position: Q4 2019 in Review

Lake Street Advisors Group sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 3,633 shares — an estimated $233K sold.

Lake Street Advisors Group first reported a position in STI in Q4 2017 and held it in 6 quarters. The position peaked at $280K in Q4 2017. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Lake Street Advisors Group reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Lake Street Advisors Group sold 3,633 SunTrust Banks, Inc. shares in Q4 2019, an estimated $233K.
Lake Street Advisors Group first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 6 quarters.
Lake Street Advisors Group's SunTrust Banks, Inc. position peaked at $280K in Q4 2017.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Lake Street Advisors Group's 13F filing for Q4 2019, filed 12 Feb 2020.