Nelson Capital Management’s SunTrust Banks, Inc. STI Stock Holding History

Nelson Capital Management’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 Q1	–	Sell	-400	Closed	-$26K	–	330
2017 Q4	$26K	Hold	400	–	–	0.01%	186
2017 Q3	$24K	Hold	400	–	–	0.01%	179
2017 Q2	$23K	Hold	400	–	–	0.01%	182
2017 Q1	$22K	Hold	400	–	–	0.01%	189
2016 Q4	$22K	Hold	400	–	–	0.01%	175
2016 Q3	$18K	Hold	400	–	–	0.01%	189
2016 Q2	$16K	Hold	400	–	–	0.01%	194
2016 Q1	$14K	Hold	400	–	–	0.01%	186
2015 Q4	$17K	Buy	+400	New	+$16.8K	0.01%	173

Other funds holding STI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nelson Capital Management's STI Position: Q1 2018 in Review

Nelson Capital Management sold out of SunTrust Banks, Inc. (STI) in Q1 2018, closing a stake of 400 shares — an estimated $26K sold.

Nelson Capital Management first reported a position in STI in Q4 2015 and held it in 9 quarters. The position peaked at $26K in Q4 2017. 860 funds tracked by Wall St. Rank hold STI as of Q1 2018.

Nelson Capital Management reported no remaining SunTrust Banks, Inc. position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 400 SunTrust Banks, Inc. shares in Q1 2018, an estimated $26K.
Nelson Capital Management first reported a position in SunTrust Banks, Inc. in Q4 2015 and held it in 9 quarters.
Nelson Capital Management's SunTrust Banks, Inc. position peaked at $26K in Q4 2017.
860 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.