Successful Portfolios’s SunTrust Banks, Inc. STI Stock Holding History

Successful Portfolios’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	-4,691	Closed	-$323K	–	168
2019 Q3	$323K	Hold	4,691	–	–	0.3%	96
2019 Q2	$295K	Hold	4,691	–	–	0.32%	94
2019 Q1	$278K	Buy	4,691 +29	+0.6%	+$1.77K	0.3%	100
2018 Q4	$235K	Hold	4,662	–	–	0.3%	102
2018 Q3	$311K	Hold	4,662	–	–	0.34%	96
2018 Q2	$308K	Hold	4,662	–	–	0.36%	89
2018 Q1	$317K	Buy	4,662 +151	+3%	+$10.5K	0.38%	84
2017 Q4	$291K	Buy	+4,511	New	+$275K	0.36%	94

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

Successful Portfolios's STI Position: Q4 2019 in Review

Successful Portfolios sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 4,691 shares — an estimated $323K sold.

Successful Portfolios first reported a position in STI in Q4 2017 and held it in 8 quarters. The position peaked at $323K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Successful Portfolios reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Successful Portfolios sold 4,691 SunTrust Banks, Inc. shares in Q4 2019, an estimated $323K.
Successful Portfolios first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 8 quarters.
Successful Portfolios's SunTrust Banks, Inc. position peaked at $323K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Successful Portfolios's 13F filing for Q4 2019, filed 23 Jan 2020.