Marshwinds Advisory’s SunTrust Banks, Inc. STI Stock Holding History

Marshwinds Advisory’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 Q4	$217K	Hold	4,303	–	–	0.12%	117
2018 Q3	$287K	Hold	4,303	–	–	0.13%	115
2018 Q2	$284K	Buy	4,303 +290	+7%	+$19.7K	0.13%	118
2018 Q1	$273K	Hold	4,013	–	–	0.13%	118
2017 Q4	$259K	Sell	4,013 -140	-3%	-$8.55K	0.12%	123
2017 Q3	$248K	Hold	4,153	–	–	0.12%	119
2017 Q2	$236K	Hold	4,153	–	–	0.11%	124
2017 Q1	$230K	Hold	4,153	–	–	0.11%	124
2016 Q4	$228K	Buy	+4,153	New	+$207K	0.11%	125
2015 Q2	–	Sell	-34,036	Closed	-$1.4M	–	144
2015 Q1	$1.4M	Hold	34,036	–	–	0.66%	51
2014 Q4	$1.43M	Hold	34,036	–	–	0.67%	50
2014 Q3	$1.29M	Hold	34,036	–	–	0.64%	52
2014 Q2	$1.36M	Hold	34,036	–	–	0.66%	52
2014 Q1	$1.35M	Buy	+34,036	New	+$1.3M	0.68%	49

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

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 World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Marshwinds Advisory's STI Position: Q4 2018 in Review

Marshwinds Advisory held its SunTrust Banks, Inc. (STI) position steady in Q4 2018 at 4,303 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #117.

Marshwinds Advisory first reported a position in STI in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.43M in Q4 2014. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

Marshwinds Advisory held 4,303 shares of SunTrust Banks, Inc. worth $217K as of Q4 2018.
Marshwinds Advisory left its SunTrust Banks, Inc. share count unchanged in Q4 2018.
SunTrust Banks, Inc. made up 0.12% of Marshwinds Advisory's portfolio in Q4 2018, its #117 holding.
Marshwinds Advisory first reported a position in SunTrust Banks, Inc. in Q1 2014 and has held it in 14 quarters since.
Marshwinds Advisory's SunTrust Banks, Inc. position peaked at $1.43M in Q4 2014.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.