PMG
STI

ProVise Management Group’s SunTrust Banks, Inc. STI Stock Holding History

ProVise Management 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
-7,271
Closed -$500K – 317
2019
Q3 		$500K Buy
7,271
+8
+0.1% +$512 0.07% 194
2019
Q2 		$456K Buy
7,263
+7
+0.1% +$440 0.06% 211
2019
Q1 		$430K Buy
7,256
+7
+0.1% +$428 0.06% 203
2018
Q4 		$366K Buy
7,249
+108
+2% +$6.47K 0.06% 217
2018
Q3 		$477K Sell
7,141
-93
-1% -$6.63K 0.06% 222
2018
Q2 		$7.07K Sell
7,234
-245
-3% -$16.7K 0.53% 57
2018
Q1 		$509K Buy
7,479
+5
+0.1% +$347 0.08% 198
2017
Q4 		$483K Buy
7,474
+5
+0.1% +$305 0.07% 210
2017
Q3 		$447K Buy
7,469
+7
+0.1% +$396 0.06% 221
2017
Q2 		$423K Buy
7,462
+4
+0.1% +$222 0.06% 228
2017
Q1 		$412K Buy
7,458
+858
+13% +$49.2K 0.07% 225
2016
Q4 		$362K Buy
+6,600
New +$330K 0.06% 243

Other funds holding STI

DC
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

ProVise Management Group's STI Position: Q4 2019 in Review

ProVise Management Group sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 7,271 shares — an estimated $500K sold.

ProVise Management Group first reported a position in STI in Q4 2016 and held it in 12 quarters. The position peaked at $509K in Q1 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • ProVise Management Group reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • ProVise Management Group sold 7,271 SunTrust Banks, Inc. shares in Q4 2019, an estimated $500K.
  • ProVise Management Group first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 12 quarters.
  • ProVise Management Group's SunTrust Banks, Inc. position peaked at $509K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on ProVise Management Group's 13F filing for Q4 2019, filed 11 Feb 2020.