Measured Wealth Private Client Group’s SunTrust Banks, Inc. STI Stock Holding History

Measured Wealth Private Client Group’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	-1,858	Closed	-$125K	–	816
2018 Q3	$125K	Buy	+1,858	New	+$133K	0.08%	204

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

Measured Wealth Private Client Group's STI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 1,858 shares — an estimated $125K sold.

Measured Wealth Private Client Group first reported a position in STI in Q3 2018 and held it in 1 quarter. The position peaked at $125K in Q3 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

Measured Wealth Private Client Group reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 1,858 SunTrust Banks, Inc. shares in Q4 2018, an estimated $125K.
Measured Wealth Private Client Group first reported a position in SunTrust Banks, Inc. in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's SunTrust Banks, Inc. position peaked at $125K in Q3 2018.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.