Pinnacle Wealth Planning Services’s SunTrust Banks, Inc. STI Stock Holding History

Pinnacle Wealth Planning Services’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	-3,257	Closed	-$218K	–	193
2018 Q3	$218K	Buy	3,257 +163	+5%	+$11.6K	0.2%	155
2018 Q2	$204K	Sell	3,094 -24	-0.8%	-$1.63K	0.2%	163
2018 Q1	$213K	Buy	+3,118	New	+$216K	0.22%	155

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

Pinnacle Wealth Planning Services's STI Position: Q4 2018 in Review

Pinnacle Wealth Planning Services sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 3,257 shares — an estimated $218K sold.

Pinnacle Wealth Planning Services first reported a position in STI in Q1 2018 and held it in 3 quarters. The position peaked at $218K in Q3 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

Pinnacle Wealth Planning Services reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 3,257 SunTrust Banks, Inc. shares in Q4 2018, an estimated $218K.
Pinnacle Wealth Planning Services first reported a position in SunTrust Banks, Inc. in Q1 2018 and held it in 3 quarters.
Pinnacle Wealth Planning Services's SunTrust Banks, Inc. position peaked at $218K in Q3 2018.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2018, filed 1 Mar 2019.