WWMSC
STI

Wagner Wealth Management (South Carolina)’s SunTrust Banks, Inc. STI Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.62M Hold
24,295
– – 1.08% 27
2018
Q2 		$1.6M Sell
24,295
-9,800
-29% -$666K 1.16% 25
2018
Q1 		$2.32M Buy
34,095
+22
+0.1% +$1.53K 1.77% 12
2017
Q4 		$2.32M Buy
+34,073
New +$2.08M 1.73% 12

Other funds holding STI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s STI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its SunTrust Banks, Inc. (STI) position steady in Q3 2018 at 24,295 shares worth $1.62M. The position accounts for 1.08% of the portfolio, ranked #27.

Wagner Wealth Management (South Carolina) first reported a position in STI in Q4 2017 and has held it in 4 quarters since. The position peaked at $2.32M in Q1 2018. 884 funds tracked by Wall St. Rank hold STI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 24,295 shares of SunTrust Banks, Inc. worth $1.62M as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its SunTrust Banks, Inc. share count unchanged in Q3 2018.
  • SunTrust Banks, Inc. made up 1.08% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #27 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in SunTrust Banks, Inc. in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s SunTrust Banks, Inc. position peaked at $2.32M in Q1 2018.
  • 884 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.