Waverly Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Waverly Advisors’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 Q1	–	Sell	-3,261	Closed	-$211K	–	385
2017 Q4	$211K	Buy	+3,261	New	+$199K	0.03%	222
2015 Q4	–	Sell	-638	Closed	-$24K	–	426
2015 Q3	$24K	Buy	+638	New	+$26.7K	0.02%	241
2014 Q4	–	Sell	-1,638	Closed	-$62K	–	725
2014 Q3	$62K	Hold	1,638	–	–	0.03%	197
2014 Q2	$66K	Buy	1,638 +4	+0.2%	+$156	0.03%	200
2014 Q1	$65K	Sell	1,634 -207	-11%	-$7.92K	0.03%	196
2013 Q4	$68K	Buy	1,841 +1,660	+917%	+$57.9K	0.02%	289
2013 Q3	$6K	Buy	+181	New	+$6.12K	﹤0.01%	485

Other funds holding STI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Waverly Advisors's STI Position: Q1 2018 in Review

Waverly Advisors sold out of SunTrust Banks, Inc. (STI) in Q1 2018, closing a stake of 3,261 shares — an estimated $211K sold.

Waverly Advisors first reported a position in STI in Q3 2013 and held it in 7 quarters. The position peaked at $211K in Q4 2017. 860 funds tracked by Wall St. Rank hold STI as of Q1 2018.

Waverly Advisors reported no remaining SunTrust Banks, Inc. position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 3,261 SunTrust Banks, Inc. shares in Q1 2018, an estimated $211K.
Waverly Advisors first reported a position in SunTrust Banks, Inc. in Q3 2013 and held it in 7 quarters.
Waverly Advisors's SunTrust Banks, Inc. position peaked at $211K in Q4 2017.
860 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.