Wakefield Asset Management’s SunTrust Banks, Inc. STI Stock Holding History

Wakefield Asset 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 Q2	–	Sell	-421	Closed	-$25K	–	245
2019 Q1	$25K	Sell	421 -33,602	-99%	-$2.06M	0.01%	181
2018 Q4	$1.72M	Sell	34,023 -21,599	-39%	-$1.29M	0.74%	48
2018 Q3	$3.71M	Buy	+55,622	New	+$3.97M	1.45%	29

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wakefield Asset Management's STI Position: Q2 2019 in Review

Wakefield Asset Management sold out of SunTrust Banks, Inc. (STI) in Q2 2019, closing a stake of 421 shares — an estimated $25K sold.

Wakefield Asset Management first reported a position in STI in Q3 2018 and held it in 3 quarters. The position peaked at $3.71M in Q3 2018. 825 funds tracked by Wall St. Rank hold STI as of Q2 2019.

Wakefield Asset Management reported no remaining SunTrust Banks, Inc. position as of Q2 2019 after selling out during the quarter.
Wakefield Asset Management sold 421 SunTrust Banks, Inc. shares in Q2 2019, an estimated $25K.
Wakefield Asset Management first reported a position in SunTrust Banks, Inc. in Q3 2018 and held it in 3 quarters.
Wakefield Asset Management's SunTrust Banks, Inc. position peaked at $3.71M in Q3 2018.
825 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2019.

Based on Wakefield Asset Management's 13F filing for Q2 2019, filed 13 Aug 2019.