Rockefeller Financial Services’s SunTrust Banks, Inc. STI Stock Holding History

Rockefeller Financial 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
2016 Q2	–	Sell	-134	Closed	-$5K	–	602
2016 Q1	$5K	Buy	+134	New	+$4.83K	﹤0.01%	573
2014 Q4	–	Sell	-8,190	Closed	-$311K	–	525
2014 Q3	$311K	Sell	8,190 -614	-7%	-$23.7K	0.01%	292
2014 Q2	$353K	Buy	8,804 +614	+7%	+$23.9K	0.01%	288
2014 Q1	$326K	Hold	8,190	–	–	0.01%	295
2013 Q4	$301K	Sell	8,190 -1,205	-13%	-$42K	0.01%	315
2013 Q3	$305K	Hold	9,395	–	–	0.01%	304
2013 Q2	$297K	Buy	+9,395	New	+$285K	0.01%	292

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BFA

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

Rockefeller Financial Services's STI Position: Q2 2016 in Review

Rockefeller Financial Services sold out of SunTrust Banks, Inc. (STI) in Q2 2016, closing a stake of 134 shares — an estimated $5K sold.

Rockefeller Financial Services first reported a position in STI in Q2 2013 and held it in 7 quarters. The position peaked at $353K in Q2 2014. 666 funds tracked by Wall St. Rank hold STI as of Q2 2016.

Rockefeller Financial Services reported no remaining SunTrust Banks, Inc. position as of Q2 2016 after selling out during the quarter.
Rockefeller Financial Services sold 134 SunTrust Banks, Inc. shares in Q2 2016, an estimated $5K.
Rockefeller Financial Services first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 7 quarters.
Rockefeller Financial Services's SunTrust Banks, Inc. position peaked at $353K in Q2 2014.
666 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.