Waldron Private Wealth’s SunTrust Banks, Inc. STI Stock Holding History

Waldron Private Wealth’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 Q4	–	Sell	-21,179	Closed	-$1.46M	–	285
2019 Q3	$1.46M	Hold	21,179	–	–	0.15%	86
2019 Q2	$1.33M	Buy	21,179 +104	+0.5%	+$6.54K	0.14%	72
2019 Q1	$1.25M	Buy	21,075 +10,044	+91%	+$615K	0.14%	78
2018 Q4	$556K	Buy	+11,031	New	+$660K	0.08%	113

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Waldron Private Wealth's STI Position: Q4 2019 in Review

Waldron Private Wealth sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 21,179 shares — an estimated $1.46M sold.

Waldron Private Wealth first reported a position in STI in Q4 2018 and held it in 4 quarters. The position peaked at $1.46M in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Waldron Private Wealth reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Waldron Private Wealth sold 21,179 SunTrust Banks, Inc. shares in Q4 2019, an estimated $1.46M.
Waldron Private Wealth first reported a position in SunTrust Banks, Inc. in Q4 2018 and held it in 4 quarters.
Waldron Private Wealth's SunTrust Banks, Inc. position peaked at $1.46M in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Waldron Private Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.