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

Mackenzie Financial’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 Q1	–	Sell	-6,613	Closed	-$334K	–	1356
2018 Q4	$334K	Buy	6,613 +1,231	+23%	+$73.7K	﹤0.01%	1004
2018 Q3	$359K	Buy	5,382 +567	+12%	+$40.4K	﹤0.01%	953
2018 Q2	$318K	Buy	4,815 +1,744	+57%	+$119K	﹤0.01%	874
2018 Q1	$209K	Buy	+3,071	New	+$213K	﹤0.01%	901
2017 Q2	–	Sell	-193,017	Closed	-$10.7M	–	694
2017 Q1	$10.7M	Buy	193,017 +22,907	+13%	+$1.31M	0.06%	232
2016 Q4	$9.33M	Buy	+170,110	New	+$8.5M	0.06%	235
2016 Q3	–	Sell	-32,917	Closed	-$1.35M	–	896
2016 Q2	$1.35M	Sell	32,917 -15,487	-32%	-$633K	0.01%	531
2016 Q1	$1.75M	Buy	48,404 +23,631	+95%	+$851K	0.02%	379
2015 Q4	$1.06M	Buy	+24,773	New	+$1.04M	0.01%	528
2014 Q3	–	Sell	-24,814	Closed	-$994K	–	762
2014 Q2	$994K	Hold	24,814	–	–	﹤0.01%	515
2014 Q1	$987K	Buy	24,814 +896	+4%	+$34.3K	﹤0.01%	500
2013 Q4	$880K	Sell	23,918 -5,801	-20%	-$202K	﹤0.01%	519
2013 Q3	$963K	Buy	29,719 +9,751	+49%	+$330K	﹤0.01%	486
2013 Q2	$630K	Buy	+19,968	New	+$605K	﹤0.01%	556

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mackenzie Financial's STI Position: Q1 2019 in Review

Mackenzie Financial sold out of SunTrust Banks, Inc. (STI) in Q1 2019, closing a stake of 6,613 shares — an estimated $334K sold.

Mackenzie Financial first reported a position in STI in Q2 2013 and held it in 14 quarters. The position peaked at $10.7M in Q1 2017. 849 funds tracked by Wall St. Rank hold STI as of Q1 2019.

Mackenzie Financial reported no remaining SunTrust Banks, Inc. position as of Q1 2019 after selling out during the quarter.
Mackenzie Financial sold 6,613 SunTrust Banks, Inc. shares in Q1 2019, an estimated $334K.
Mackenzie Financial first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 14 quarters.
Mackenzie Financial's SunTrust Banks, Inc. position peaked at $10.7M in Q1 2017.
849 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2019.

Based on Mackenzie Financial's 13F filing for Q1 2019, filed 15 May 2019.