SWP
STI

Strategic Wealth Partners’s SunTrust Banks, Inc. STI Stock Holding History

Strategic Wealth 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
2018
Q3 		– Sell
-50
Closed -$3K – 721
2018
Q2 		$3K Hold
50
– – ﹤0.01% 686
2018
Q1 		$3K Buy
+50
New +$3.47K ﹤0.01% 706

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

Strategic Wealth Partners's STI Position: Q3 2018 in Review

Strategic Wealth Partners sold out of SunTrust Banks, Inc. (STI) in Q3 2018, closing a stake of 50 shares — an estimated $3K sold.

Strategic Wealth Partners first reported a position in STI in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 884 funds tracked by Wall St. Rank hold STI as of Q3 2018.

  • Strategic Wealth Partners reported no remaining SunTrust Banks, Inc. position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 50 SunTrust Banks, Inc. shares in Q3 2018, an estimated $3K.
  • Strategic Wealth Partners first reported a position in SunTrust Banks, Inc. in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's SunTrust Banks, Inc. position peaked at $3K in Q2 2018.
  • 884 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.