Litman Gregory Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Litman Gregory Wealth 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
2019 Q4	–	Sell	-31	Closed	-$2K	–	274
2019 Q3	$2K	Sell	31 -31	-50%	-$1.98K	﹤0.01%	193
2019 Q2	$4K	Buy	+62	New	+$3.9K	﹤0.01%	192

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

Litman Gregory Wealth Management's STI Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 31 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in STI in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Litman Gregory Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 31 SunTrust Banks, Inc. shares in Q4 2019, an estimated $2K.
Litman Gregory Wealth Management first reported a position in SunTrust Banks, Inc. in Q2 2019 and held it in 2 quarters.
Litman Gregory Wealth Management's SunTrust Banks, Inc. position peaked at $4K in Q2 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.