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

Smith Salley 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	-3,813	Closed	-$262K	–	203
2019 Q3	$262K	Hold	3,813	–	–	0.04%	170
2019 Q2	$240K	Sell	3,813 -94	-2%	-$5.91K	0.04%	171
2019 Q1	$231K	Buy	+3,907	New	+$239K	0.04%	163
2018 Q4	–	Sell	-3,942	Closed	-$263K	–	192
2018 Q3	$263K	Buy	3,942 +40	+1%	+$2.85K	0.04%	163
2018 Q2	$258K	Sell	3,902 -4	-0.1%	-$272	0.04%	156
2018 Q1	$266K	Hold	3,906	–	–	0.05%	152
2017 Q4	$252K	Sell	3,906 -1,167	-23%	-$71.3K	0.05%	157
2017 Q3	$303K	Sell	5,073 -66	-1%	-$3.73K	0.06%	137
2017 Q2	$291K	Buy	5,139 +66	+1%	+$3.67K	0.06%	140
2017 Q1	$281K	Buy	+5,073	New	+$291K	0.06%	137
2014 Q4	–	Sell	-5,765	Closed	-$219K	–	180
2014 Q3	$219K	Sell	5,765 -35,888	-86%	-$1.39M	0.06%	164
2014 Q2	$1.67M	Buy	41,653 +35,888	+623%	+$1.4M	0.45%	76
2014 Q1	$229K	Sell	5,765 -200	-3%	-$7.65K	0.14%	101
2013 Q4	$220K	Sell	5,965 -2,900	-33%	-$101K	0.14%	97
2013 Q3	$287K	Sell	8,865 -350	-4%	-$11.8K	0.23%	67
2013 Q2	$291K	Buy	+9,215	New	+$279K	0.23%	69

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Smith Salley Wealth Management's STI Position: Q4 2019 in Review

Smith Salley Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 3,813 shares — an estimated $262K sold.

Smith Salley Wealth Management first reported a position in STI in Q2 2013 and held it in 16 quarters. The position peaked at $1.67M in Q2 2014. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Smith Salley Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Smith Salley Wealth Management sold 3,813 SunTrust Banks, Inc. shares in Q4 2019, an estimated $262K.
Smith Salley Wealth Management first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 16 quarters.
Smith Salley Wealth Management's SunTrust Banks, Inc. position peaked at $1.67M in Q2 2014.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Smith Salley Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.