Lenox Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Lenox Wealth Advisors’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 Q3	–	Sell	-116	Closed	-$8K	–	543
2018 Q2	$8K	Hold	116	–	–	﹤0.01%	408
2018 Q1	$8K	Buy	+116	New	+$8.05K	﹤0.01%	388
2016 Q1	–	Sell	-103	Closed	-$4K	–	440
2015 Q4	$4K	Sell	103 -49	-32%	-$2.06K	﹤0.01%	267
2015 Q3	$6K	Hold	152	–	–	﹤0.01%	238
2015 Q2	$7K	Hold	152	–	–	﹤0.01%	185
2015 Q1	$6K	Hold	152	–	–	﹤0.01%	221
2014 Q4	$6K	Sell	152 -152	-50%	-$5.96K	﹤0.01%	224
2014 Q3	$12K	Hold	304	–	–	0.01%	166
2014 Q2	$12K	Buy	304 +152	+100%	+$5.92K	0.01%	140
2014 Q1	$6K	Sell	152 -71	-32%	-$2.71K	﹤0.01%	161
2013 Q4	$8K	Buy	223 +71	+47%	+$2.48K	0.01%	197
2013 Q3	$5K	Hold	152	–	–	﹤0.01%	175
2013 Q2	$5K	Buy	+152	New	+$4.61K	0.01%	193

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lenox Wealth Advisors's STI Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q3 2018, closing a stake of 116 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in STI in Q2 2013 and held it in 13 quarters. The position peaked at $12K in Q3 2014. 884 funds tracked by Wall St. Rank hold STI as of Q3 2018.

Lenox Wealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q3 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 116 SunTrust Banks, Inc. shares in Q3 2018, an estimated $8K.
Lenox Wealth Advisors first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 13 quarters.
Lenox Wealth Advisors's SunTrust Banks, Inc. position peaked at $12K in Q3 2014.
884 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.