Smith & Howard Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Smith & Howard 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
2015 Q4	–	Sell	-5,732	Closed	-$219K	–	68
2015 Q3	$219K	Hold	5,732	–	–	0.11%	48
2015 Q2	$247K	Hold	5,732	–	–	0.11%	68
2015 Q1	$236K	Sell	5,732 -400	-7%	-$16.2K	0.1%	70
2014 Q4	$257K	Hold	6,132	–	–	0.12%	40
2014 Q3	$233K	Hold	6,132	–	–	0.12%	38
2014 Q2	$246K	Hold	6,132	–	–	0.13%	34
2014 Q1	$244K	Hold	6,132	–	–	0.14%	30
2013 Q4	$226K	Hold	6,132	–	–	0.12%	32
2013 Q3	$199K	Hold	6,132	–	–	0.12%	34
2013 Q2	$194K	Buy	+6,132	New	+$186K	0.12%	34

Other funds holding STI

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith & Howard Wealth Management's STI Position: Q4 2015 in Review

Smith & Howard Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2015, closing a stake of 5,732 shares — an estimated $219K sold.

Smith & Howard Wealth Management first reported a position in STI in Q2 2013 and held it in 10 quarters. The position peaked at $257K in Q4 2014. 686 funds tracked by Wall St. Rank hold STI as of Q4 2015.

Smith & Howard Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2015 after selling out during the quarter.
Smith & Howard Wealth Management sold 5,732 SunTrust Banks, Inc. shares in Q4 2015, an estimated $219K.
Smith & Howard Wealth Management first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 10 quarters.
Smith & Howard Wealth Management's SunTrust Banks, Inc. position peaked at $257K in Q4 2014.
686 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2015.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.