Polaris Wealth Advisory Group’s SunTrust Banks, Inc. STI Stock Holding History

Polaris Wealth Advisory 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
2016 Q1	–	Sell	-235,552	Closed	-$10.1M	–	157
2015 Q4	$10.1M	Buy	235,552 +50,135	+27%	+$2.11M	1.63%	23
2015 Q3	$7.09M	Buy	+185,417	New	+$7.76M	1.45%	31

Other funds holding STI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Polaris Wealth Advisory Group's STI Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of SunTrust Banks, Inc. (STI) in Q1 2016, closing a stake of 235,552 shares — an estimated $10.1M sold.

Polaris Wealth Advisory Group first reported a position in STI in Q3 2015 and held it in 2 quarters. The position peaked at $10.1M in Q4 2015. 644 funds tracked by Wall St. Rank hold STI as of Q1 2016.

Polaris Wealth Advisory Group reported no remaining SunTrust Banks, Inc. position as of Q1 2016 after selling out during the quarter.
Polaris Wealth Advisory Group sold 235,552 SunTrust Banks, Inc. shares in Q1 2016, an estimated $10.1M.
Polaris Wealth Advisory Group first reported a position in SunTrust Banks, Inc. in Q3 2015 and held it in 2 quarters.
Polaris Wealth Advisory Group's SunTrust Banks, Inc. position peaked at $10.1M in Q4 2015.
644 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.