STA
STI

Summit Trail Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-2,354
Closed -$165K – 1986
2017
Q4 		$165K Buy
+2,354
New +$144K 0.02% 493

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Trail Advisors's STI Position: Q1 2018 in Review

Summit Trail Advisors sold out of SunTrust Banks, Inc. (STI) in Q1 2018, closing a stake of 2,354 shares — an estimated $165K sold.

Summit Trail Advisors first reported a position in STI in Q4 2017 and held it in 1 quarter. The position peaked at $165K in Q4 2017. 860 funds tracked by Wall St. Rank hold STI as of Q1 2018.

  • Summit Trail Advisors reported no remaining SunTrust Banks, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,354 SunTrust Banks, Inc. shares in Q1 2018, an estimated $165K.
  • Summit Trail Advisors first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's SunTrust Banks, Inc. position peaked at $165K in Q4 2017.
  • 860 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.