SFP
STI

Shepherd Financial Partners’s SunTrust Banks, Inc. STI Stock Holding History

Shepherd Financial Partners’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
-23,934
Closed -$1.65M – 132
2019
Q3 		$1.65M Sell
23,934
-992
-4% -$63.5K 0.41% 42
2019
Q2 		$1.57M Sell
24,926
-719
-3% -$45.2K 0.29% 48
2019
Q1 		$1.52M Sell
25,645
-415
-2% -$25.4K 0.29% 48
2018
Q4 		$1.31M Buy
26,060
+546
+2% +$32.7K 0.29% 44
2018
Q3 		$1.68M Hold
25,514
– – 0.38% 45
2018
Q2 		$1.71M Sell
25,514
-1,067
-4% -$72.5K 0.38% 44
2018
Q1 		$1.81M Sell
26,581
-2,210
-8% -$153K 0.45% 40
2017
Q4 		$1.86M Sell
28,791
-4,090
-12% -$250K 0.44% 41
2017
Q3 		$1.99M Buy
32,881
+811
+3% +$45.8K 0.46% 39
2017
Q2 		$1.85M Sell
32,070
-2,870
-8% -$159K 0.45% 41
2017
Q1 		$1.92M Buy
34,940
+1,625
+5% +$93.1K 0.5% 40
2016
Q4 		$1.85M Buy
+33,315
New +$1.66M 0.52% 39

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

Shepherd Financial Partners's STI Position: Q4 2019 in Review

Shepherd Financial Partners sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 23,934 shares — an estimated $1.65M sold.

Shepherd Financial Partners first reported a position in STI in Q4 2016 and held it in 12 quarters. The position peaked at $1.99M in Q3 2017. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Shepherd Financial Partners reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Shepherd Financial Partners sold 23,934 SunTrust Banks, Inc. shares in Q4 2019, an estimated $1.65M.
  • Shepherd Financial Partners first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 12 quarters.
  • Shepherd Financial Partners's SunTrust Banks, Inc. position peaked at $1.99M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Shepherd Financial Partners's 13F filing for Q4 2019, filed 31 Jan 2020.