WealthPLAN Partners’s SunTrust Banks, Inc. STI Stock Holding History

WealthPLAN Partners’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	-3,737	Closed	-$230K	–	284
2019 Q1	$230K	Sell	3,737 -293	-7%	-$17.9K	0.04%	231
2018 Q4	$262K	Sell	4,030 -326	-7%	-$19.5K	0.04%	206
2018 Q3	$269K	Buy	+4,356	New	+$311K	0.05%	200
2016 Q3	$1.52K	Sell	34 -1,905	-98%	-$81.6K	﹤0.01%	875
2016 Q2	$1.48K	Buy	+1,939	New	+$79.3K	﹤0.01%	2289
2015 Q4	$1.46K	Buy	+102	New	+$4.3K	﹤0.01%	1517

Other funds holding STI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's STI Position: Q2 2019 in Review

WealthPLAN Partners sold out of SunTrust Banks, Inc. (STI) in Q2 2019, closing a stake of 3,737 shares — an estimated $230K sold.

WealthPLAN Partners first reported a position in STI in Q4 2015 and held it in 6 quarters. The position peaked at $269K in Q3 2018. 824 funds tracked by Wall St. Rank hold STI as of Q2 2019.

WealthPLAN Partners reported no remaining SunTrust Banks, Inc. position as of Q2 2019 after selling out during the quarter.
WealthPLAN Partners sold 3,737 SunTrust Banks, Inc. shares in Q2 2019, an estimated $230K.
WealthPLAN Partners first reported a position in SunTrust Banks, Inc. in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's SunTrust Banks, Inc. position peaked at $269K in Q3 2018.
824 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2019.

Based on WealthPLAN Partners's 13F filing for Q2 2019, filed 19 Aug 2019.