Mount Yale Investment Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Mount Yale Investment Advisors’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
2019 Q4	–	Sell	-4,064	Closed	-$286K	–	343
2019 Q3	$286K	Buy	4,064 +41	+1%	+$2.62K	0.05%	271
2019 Q2	$245K	Buy	4,023 +517	+15%	+$32.5K	0.05%	280
2019 Q1	$208K	Sell	3,506 -1,172	-25%	-$71.7K	0.04%	286
2018 Q4	$303K	Hold	4,678	–	–	0.06%	251
2018 Q3	$294K	Sell	4,678 -750	-14%	-$53.5K	0.05%	259
2018 Q2	$358K	Buy	5,428 +1,496	+38%	+$102K	0.07%	229
2018 Q1	$268K	Buy	+3,932	New	+$273K	0.06%	254

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Mount Yale Investment Advisors's STI Position: Q4 2019 in Review

Mount Yale Investment Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 4,064 shares — an estimated $286K sold.

Mount Yale Investment Advisors first reported a position in STI in Q1 2018 and held it in 7 quarters. The position peaked at $358K in Q2 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Mount Yale Investment Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Mount Yale Investment Advisors sold 4,064 SunTrust Banks, Inc. shares in Q4 2019, an estimated $286K.
Mount Yale Investment Advisors first reported a position in SunTrust Banks, Inc. in Q1 2018 and held it in 7 quarters.
Mount Yale Investment Advisors's SunTrust Banks, Inc. position peaked at $358K in Q2 2018.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.