NFG
STI

Next Financial Group’s SunTrust Banks, Inc. STI Stock Holding History

Next Financial 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
2019
Q4 		– Sell
-1,016
Closed -$70K – 2597
2019
Q3 		$70K Sell
1,016
-5
-0.5% -$320 0.01% 1032
2019
Q2 		$64K Buy
1,021
+597
+141% +$37.5K 0.01% 1090
2019
Q1 		$25K Sell
424
-609
-59% -$37.3K 0.01% 912
2018
Q4 		$52K Buy
1,033
+709
+219% +$42.5K 0.01% 793
2018
Q3 		$22K Buy
+324
New +$23.1K 0.01% 765
2017
Q4 		– Sell
-324
Closed -$19K – 1628
2017
Q3 		$19K Sell
324
-325
-50% -$18.4K 0.01% 1002
2017
Q2 		$37K Buy
649
+150
+30% +$8.34K 0.01% 868
2017
Q1 		$28K Sell
499
-650
-57% -$37.2K 0.01% 932
2016
Q4 		$63K Hold
1,149
– – 0.01% 868
2016
Q3 		$50K Buy
1,149
+761
+196% +$32.6K 0.01% 942
2016
Q2 		$15K Buy
388
+324
+506% +$13.2K ﹤0.01% 1075
2016
Q1 		$2K Buy
+64
New +$2.31K ﹤0.01% 1583
2014
Q4 		– Sell
-359
Closed -$14K – 2485
2014
Q3 		$14K Buy
359
+259
+259% +$10K ﹤0.01% 1615
2014
Q2 		$4K Buy
+100
New +$3.89K ﹤0.01% 996

Other funds holding STI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Next Financial Group's STI Position: Q4 2019 in Review

Next Financial Group sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 1,016 shares — an estimated $70K sold.

Next Financial Group first reported a position in STI in Q2 2014 and held it in 14 quarters. The position peaked at $70K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Next Financial Group reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 1,016 SunTrust Banks, Inc. shares in Q4 2019, an estimated $70K.
  • Next Financial Group first reported a position in SunTrust Banks, Inc. in Q2 2014 and held it in 14 quarters.
  • Next Financial Group's SunTrust Banks, Inc. position peaked at $70K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.