MCWS
STI

McKinley Carter Wealth Services’s SunTrust Banks, Inc. STI Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-100
Closed -$7K – 422
2018
Q1 		$7K Buy
+100
New +$6.94K ﹤0.01% 395

Other funds holding STI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McKinley Carter Wealth Services's STI Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of SunTrust Banks, Inc. (STI) in Q2 2018, closing a stake of 100 shares — an estimated $7K sold.

McKinley Carter Wealth Services first reported a position in STI in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 865 funds tracked by Wall St. Rank hold STI as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining SunTrust Banks, Inc. position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 100 SunTrust Banks, Inc. shares in Q2 2018, an estimated $7K.
  • McKinley Carter Wealth Services first reported a position in SunTrust Banks, Inc. in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's SunTrust Banks, Inc. position peaked at $7K in Q1 2018.
  • 865 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.