Selective Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Selective Wealth Management’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	-1,082	Closed	-$74K	–	357
2019 Q3	$74K	Buy	+1,082	New	+$69.3K	0.1%	63
2018 Q3	$72K	Buy	+1,082	New	+$77.2K	0.86%	28

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

Selective Wealth Management's STI Position: Q4 2019 in Review

Selective Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 1,082 shares — an estimated $74K sold.

Selective Wealth Management first reported a position in STI in Q3 2018 and held it in 2 quarters. The position peaked at $74K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Selective Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Selective Wealth Management sold 1,082 SunTrust Banks, Inc. shares in Q4 2019, an estimated $74K.
Selective Wealth Management first reported a position in SunTrust Banks, Inc. in Q3 2018 and held it in 2 quarters.
Selective Wealth Management's SunTrust Banks, Inc. position peaked at $74K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.