Planning Solutions Group’s SunTrust Banks, Inc. STI Stock Holding History

Planning Solutions 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 Q2	$775K	Buy	12,337 +6,221	+102%	+$391K	0.4%	50
2019 Q1	$362K	Buy	6,116 +1,359	+29%	+$83.1K	0.19%	93
2018 Q4	$240K	Buy	+4,757	New	+$285K	0.15%	105

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Planning Solutions Group's STI Position: Q2 2019 in Review

Planning Solutions Group increased its SunTrust Banks, Inc. (STI) stake by 102% in Q2 2019, buying an estimated $391K and bringing the position to 12,337 shares worth $775K. The position accounts for 0.4% of the portfolio, ranked #50.

Planning Solutions Group first reported a position in STI in Q4 2018 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold STI as of Q2 2019.

Planning Solutions Group held 12,337 shares of SunTrust Banks, Inc. worth $775K as of Q2 2019.
Planning Solutions Group bought 6,221 SunTrust Banks, Inc. shares in Q2 2019, an estimated $391K.
SunTrust Banks, Inc. made up 0.4% of Planning Solutions Group's portfolio in Q2 2019, its #50 holding.
Planning Solutions Group first reported a position in SunTrust Banks, Inc. in Q4 2018 and has held it in 3 quarters since.
824 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.