SMFS
STI

Squar Milner Financial Services’s SunTrust Banks, Inc. STI Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-62
Closed -$4K – 892
2018
Q2 		$4K Buy
+62
New +$4.21K ﹤0.01% 761

Other funds holding STI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Squar Milner Financial Services's STI Position: Q3 2018 in Review

Squar Milner Financial Services sold out of SunTrust Banks, Inc. (STI) in Q3 2018, closing a stake of 62 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in STI in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 884 funds tracked by Wall St. Rank hold STI as of Q3 2018.

  • Squar Milner Financial Services reported no remaining SunTrust Banks, Inc. position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 62 SunTrust Banks, Inc. shares in Q3 2018, an estimated $4K.
  • Squar Milner Financial Services first reported a position in SunTrust Banks, Inc. in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's SunTrust Banks, Inc. position peaked at $4K in Q2 2018.
  • 884 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.