WRF
STI

Waddell & Reed Financial’s SunTrust Banks, Inc. STI Stock Holding History

Waddell & Reed 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
2018
Q3 		– Sell
-738,100
Closed -$48.7M – 588
2018
Q2 		$48.7M Sell
738,100
-54,000
-7% -$3.67M 0.11% 205
2018
Q1 		$53.9M Buy
792,100
+54,000
+7% +$3.75M 0.12% 189
2017
Q4 		$47.7M Buy
+738,100
New +$45.1M 0.11% 221
2013
Q3 		– Sell
-941,300
Closed -$29.7M – 592
2013
Q2 		$29.7M Buy
+941,300
New +$28.5M 0.06% 254

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waddell & Reed Financial's STI Position: Q3 2018 in Review

Waddell & Reed Financial sold out of SunTrust Banks, Inc. (STI) in Q3 2018, closing a stake of 738,100 shares — an estimated $48.7M sold.

Waddell & Reed Financial first reported a position in STI in Q2 2013 and held it in 4 quarters. The position peaked at $53.9M in Q1 2018. 884 funds tracked by Wall St. Rank hold STI as of Q3 2018.

  • Waddell & Reed Financial reported no remaining SunTrust Banks, Inc. position as of Q3 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 738,100 SunTrust Banks, Inc. shares in Q3 2018, an estimated $48.7M.
  • Waddell & Reed Financial first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 4 quarters.
  • Waddell & Reed Financial's SunTrust Banks, Inc. position peaked at $53.9M in Q1 2018.
  • 884 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2018.

Based on Waddell & Reed Financial's 13F filing for Q3 2018, filed 14 Nov 2018.