Private Ocean’s SunTrust Banks, Inc. STI Stock Holding History

Private Ocean’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	-1,146	Closed	-$79K	–	643
2019 Q3	$79K	Buy	1,146 +146	+15%	+$9.35K	0.02%	176
2019 Q2	$62K	Buy	+1,000	New	+$62.8K	0.02%	185
2018 Q1	–	Sell	-120	Closed	-$8K	–	551
2017 Q4	$8K	Buy	+120	New	+$7.33K	﹤0.01%	255

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Private Ocean's STI Position: Q4 2019 in Review

Private Ocean sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 1,146 shares — an estimated $79K sold.

Private Ocean first reported a position in STI in Q4 2017 and held it in 3 quarters. The position peaked at $79K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Private Ocean reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 1,146 SunTrust Banks, Inc. shares in Q4 2019, an estimated $79K.
Private Ocean first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 3 quarters.
Private Ocean's SunTrust Banks, Inc. position peaked at $79K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.