Tortoise Investment Management’s SunTrust Banks, Inc. STI Stock Holding History

Tortoise Investment Management’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	-59	Closed	-$4K	–	633
2019 Q3	$4K	Hold	59	–	–	﹤0.01%	496
2019 Q2	$4K	Hold	59	–	–	﹤0.01%	527
2019 Q1	$3K	Buy	+59	New	+$3.61K	﹤0.01%	539

Other funds holding STI

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

Tortoise Investment Management's STI Position: Q4 2019 in Review

Tortoise Investment Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 59 shares — an estimated $4K sold.

Tortoise Investment Management first reported a position in STI in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Tortoise Investment Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Tortoise Investment Management sold 59 SunTrust Banks, Inc. shares in Q4 2019, an estimated $4K.
Tortoise Investment Management first reported a position in SunTrust Banks, Inc. in Q1 2019 and held it in 3 quarters.
Tortoise Investment Management's SunTrust Banks, Inc. position peaked at $4K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Tortoise Investment Management's 13F filing for Q4 2019, filed 6 Feb 2020.