UWPG
STI

Ullmann Wealth Partners Group’s SunTrust Banks, Inc. STI Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-167
Closed -$9K – 152
2017
Q2 		$9K Hold
167
– – 0.01% 146
2017
Q1 		$9K Buy
+167
New +$9.57K 0.01% 132

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ullmann Wealth Partners Group's STI Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of SunTrust Banks, Inc. (STI) in Q3 2017, closing a stake of 167 shares — an estimated $9K sold.

Ullmann Wealth Partners Group first reported a position in STI in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 723 funds tracked by Wall St. Rank hold STI as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining SunTrust Banks, Inc. position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 167 SunTrust Banks, Inc. shares in Q3 2017, an estimated $9K.
  • Ullmann Wealth Partners Group first reported a position in SunTrust Banks, Inc. in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's SunTrust Banks, Inc. position peaked at $9K in Q2 2017.
  • 723 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.