Mark Sheptoff Financial Planning’s SunTrust Banks, Inc. STI Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-59	Closed	-$4K	–	405
2019 Q2	$4K	Hold	59	–	–	﹤0.01%	305
2019 Q1	$3K	Buy	+59	New	+$3.61K	﹤0.01%	320
2016 Q2	–	Sell	-1,800	Closed	-$65K	–	382
2016 Q1	$65K	Sell	1,800 -2,700	-60%	-$97.2K	0.05%	136
2015 Q4	$193K	Sell	4,500 -69	-2%	-$2.91K	0.16%	91
2015 Q3	$175K	Buy	4,569 +69	+2%	+$2.89K	0.15%	99
2015 Q2	$194K	Sell	4,500 -3,609	-45%	-$153K	0.16%	102
2015 Q1	$333K	Sell	8,109 -3,305	-29%	-$134K	0.28%	76
2014 Q4	$478K	Buy	11,414 +3	+0%	+$118	0.42%	59
2014 Q3	$434K	Sell	11,411 -7,997	-41%	-$309K	0.38%	69
2014 Q2	$777K	Sell	19,408 -5,197	-21%	-$202K	0.66%	45
2014 Q1	$979K	Buy	+24,605	New	+$941K	0.87%	34

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's STI Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of SunTrust Banks, Inc. (STI) in Q3 2019, closing a stake of 59 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in STI in Q1 2014 and held it in 11 quarters. The position peaked at $979K in Q1 2014. 813 funds tracked by Wall St. Rank hold STI as of Q3 2019.

Mark Sheptoff Financial Planning reported no remaining SunTrust Banks, Inc. position as of Q3 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 59 SunTrust Banks, Inc. shares in Q3 2019, an estimated $4K.
Mark Sheptoff Financial Planning first reported a position in SunTrust Banks, Inc. in Q1 2014 and held it in 11 quarters.
Mark Sheptoff Financial Planning's SunTrust Banks, Inc. position peaked at $979K in Q1 2014.
813 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.