SLWS
STI

Swaine & Leidel Wealth Services’s SunTrust Banks, Inc. STI Stock Holding History

Swaine & Leidel Wealth 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
2019
Q4 		– Sell
-3,799
Closed -$261K – 81
2019
Q3 		$261K Hold
3,799
– – 0.24% 51
2019
Q2 		$239K Hold
3,799
– – 0.26% 50
2019
Q1 		$225K Buy
+3,799
New +$232K 0.28% 45

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

Swaine & Leidel Wealth Services's STI Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 3,799 shares — an estimated $261K sold.

Swaine & Leidel Wealth Services first reported a position in STI in Q1 2019 and held it in 3 quarters. The position peaked at $261K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 3,799 SunTrust Banks, Inc. shares in Q4 2019, an estimated $261K.
  • Swaine & Leidel Wealth Services first reported a position in SunTrust Banks, Inc. in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's SunTrust Banks, Inc. position peaked at $261K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.