Mosaic Family Wealth’s SunTrust Banks, Inc. STI Stock Holding History

Mosaic Family Wealth’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
2016 Q4	–	Sell	-121	Closed	-$5K	–	768
2016 Q3	$5K	Buy	121 +18	+17%	+$771	﹤0.01%	594
2016 Q2	$5K	Buy	103 +19	+23%	+$777	﹤0.01%	612
2016 Q1	$3K	Buy	+84	New	+$3.02K	﹤0.01%	675

Other funds holding STI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Mosaic Family Wealth's STI Position: Q4 2016 in Review

Mosaic Family Wealth sold out of SunTrust Banks, Inc. (STI) in Q4 2016, closing a stake of 121 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in STI in Q1 2016 and held it in 3 quarters. The position peaked at $5K in Q3 2016. 727 funds tracked by Wall St. Rank hold STI as of Q4 2016.

Mosaic Family Wealth reported no remaining SunTrust Banks, Inc. position as of Q4 2016 after selling out during the quarter.
Mosaic Family Wealth sold 121 SunTrust Banks, Inc. shares in Q4 2016, an estimated $5K.
Mosaic Family Wealth first reported a position in SunTrust Banks, Inc. in Q1 2016 and held it in 3 quarters.
Mosaic Family Wealth's SunTrust Banks, Inc. position peaked at $5K in Q3 2016.
727 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.