McAdam LLC’s SunTrust Banks, Inc. STI Stock Holding History

McAdam LLC’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	–	Sell	-70	Closed	-$5K	–	709
2018 Q3	$5K	Hold	70	–	–	﹤0.01%	427
2018 Q2	$5K	Sell	70 -40	-36%	-$2.72K	﹤0.01%	411
2018 Q1	$7K	Buy	+110	New	+$7.63K	﹤0.01%	372

Other funds holding STI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

McAdam LLC's STI Position: Q4 2018 in Review

McAdam LLC sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 70 shares — an estimated $5K sold.

McAdam LLC first reported a position in STI in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

McAdam LLC reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 70 SunTrust Banks, Inc. shares in Q4 2018, an estimated $5K.
McAdam LLC first reported a position in SunTrust Banks, Inc. in Q1 2018 and held it in 3 quarters.
McAdam LLC's SunTrust Banks, Inc. position peaked at $7K in Q1 2018.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.