U.S. Global Investors (USGI)’s SunTrust Banks, Inc. STI Stock Holding History

U.S. Global Investors (USGI)’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 Q4	–	Sell	-6,220	Closed	-$415K	–	175
2018 Q3	$415K	Buy	+6,220	New	+$444K	0.2%	105
2014 Q3	–	Sell	-10,000	Closed	-$400K	–	330
2014 Q2	$400K	Hold	10,000	–	–	0.09%	153
2014 Q1	$398K	Buy	+10,000	New	+$382K	0.07%	189

Other funds holding STI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

U.S. Global Investors (USGI)'s STI Position: Q4 2018 in Review

U.S. Global Investors (USGI) sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 6,220 shares — an estimated $415K sold.

U.S. Global Investors (USGI) first reported a position in STI in Q1 2014 and held it in 3 quarters. The position peaked at $415K in Q3 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

U.S. Global Investors (USGI) reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
U.S. Global Investors (USGI) sold 6,220 SunTrust Banks, Inc. shares in Q4 2018, an estimated $415K.
U.S. Global Investors (USGI) first reported a position in SunTrust Banks, Inc. in Q1 2014 and held it in 3 quarters.
U.S. Global Investors (USGI)'s SunTrust Banks, Inc. position peaked at $415K in Q3 2018.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2018, filed 12 Feb 2019.