SLF
STI

Sun Life Financial’s SunTrust Banks, Inc. STI Stock Holding History

Sun Life Financial’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
-362
Closed -$25K – 616
2019
Q3 		$25K Buy
362
+6
+2% +$384 0.01% 372
2019
Q2 		$22K Sell
356
-400
-53% -$25.1K 0.01% 376
2019
Q1 		$45K Sell
756
-520
-41% -$31.8K 0.01% 363
2018
Q4 		$64K Buy
1,276
+2
+0.2% +$120 0.01% 349
2018
Q3 		$85K Buy
1,274
+15
+1% +$1.07K 0.02% 352
2018
Q2 		$83K Buy
1,259
+1,113
+762% +$75.6K 0.01% 353
2018
Q1 		$2.14K Sell
146
-899
-86% -$62.4K 0.02% 211
2017
Q4 		$67K Sell
1,045
-2,477
-70% -$151K 0.01% 230
2017
Q3 		$211K Sell
3,522
-30
-0.8% -$1.7K 0.02% 221
2017
Q2 		$201K Buy
3,552
+3,537
+23,580% +$197K 0.02% 230
2017
Q1 		$265 Buy
15
+1
+7% +$57 ﹤0.01% 235
2016
Q4 		$264 Buy
+14
New +$699 ﹤0.01% 182

Other funds holding STI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Sun Life Financial's STI Position: Q4 2019 in Review

Sun Life Financial sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 362 shares — an estimated $25K sold.

Sun Life Financial first reported a position in STI in Q4 2016 and held it in 12 quarters. The position peaked at $211K in Q3 2017. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Sun Life Financial reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 362 SunTrust Banks, Inc. shares in Q4 2019, an estimated $25K.
  • Sun Life Financial first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 12 quarters.
  • Sun Life Financial's SunTrust Banks, Inc. position peaked at $211K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.