Wealth Enhancement Advisory Services
STI icon

Wealth Enhancement Advisory Services’s SunTrust Banks, Inc. STI Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-20,231
Closed -$1.19M – 217
2018
Q3 		$1.19M Sell
20,231
-21,621
-52% -$1.54M 0.07% 100
2018
Q2 		$2.92M Buy
41,852
+4,094
+11% +$278K 0.18% 46
2018
Q1 		$2.61M Sell
37,758
-31,145
-45% -$2.16M 0.18% 53
2017
Q4 		$4.75M Buy
+68,903
New +$4.21M 0.34% 36

Other funds holding STI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's STI Position: Q4 2018 in Review

Wealth Enhancement Advisory Services sold out of SunTrust Banks, Inc. (STI) in Q4 2018, closing a stake of 20,231 shares — an estimated $1.19M sold.

Wealth Enhancement Advisory Services first reported a position in STI in Q4 2017 and held it in 4 quarters. The position peaked at $4.75M in Q4 2017. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

  • Wealth Enhancement Advisory Services reported no remaining SunTrust Banks, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,231 SunTrust Banks, Inc. shares in Q4 2018, an estimated $1.19M.
  • Wealth Enhancement Advisory Services first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's SunTrust Banks, Inc. position peaked at $4.75M in Q4 2017.
  • 889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2018, filed 4 Feb 2019.