Rothschild Investment LLC’s SunTrust Banks, Inc. STI Stock Holding History

Rothschild Investment LLC’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	-6,305	Closed	-$270K	–	503
2015 Q4	$270K	Buy	6,305 +1,005	+19%	+$42.3K	0.03%	372
2015 Q3	$203K	Buy	5,300 +300	+6%	+$12.6K	0.03%	428
2015 Q2	$215K	Hold	5,000	–	–	0.02%	450
2015 Q1	$205K	Hold	5,000	–	–	0.02%	449
2014 Q4	$209K	Sell	5,000 -2,328	-32%	-$91.3K	0.03%	449
2014 Q3	$279K	Hold	7,328	–	–	0.03%	392
2014 Q2	$294K	Hold	7,328	–	–	0.04%	348
2014 Q1	$292K	Hold	7,328	–	–	0.04%	341
2013 Q4	$270K	Hold	7,328	–	–	0.04%	348
2013 Q3	$238K	Hold	7,328	–	–	0.04%	341
2013 Q2	$231K	Buy	+7,328	New	+$222K	0.04%	315

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 16.26% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 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 18.14% 1-Year Est. Return

Rothschild Investment LLC's STI Position: Q1 2016 in Review

Rothschild Investment LLC sold out of SunTrust Banks, Inc. (STI) in Q1 2016, closing a stake of 6,305 shares — an estimated $270K sold.

Rothschild Investment LLC first reported a position in STI in Q2 2013 and held it in 11 quarters. The position peaked at $294K in Q2 2014. 644 funds tracked by Wall St. Rank hold STI as of Q1 2016.

Rothschild Investment LLC reported no remaining SunTrust Banks, Inc. position as of Q1 2016 after selling out during the quarter.
Rothschild Investment LLC sold 6,305 SunTrust Banks, Inc. shares in Q1 2016, an estimated $270K.
Rothschild Investment LLC first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 11 quarters.
Rothschild Investment LLC's SunTrust Banks, Inc. position peaked at $294K in Q2 2014.
644 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2016.

Based on Rothschild Investment LLC's 13F filing for Q1 2016, filed 26 Apr 2016.