WAM
STI.PRE.CL

Weatherly Asset Management’s SunTrust Banks, Inc. STI.PRE.CL Stock Holding History

Weatherly Asset Management’s Portfolio STI.PRE.CL Stock Details STI.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,000
Closed -$231K – 144
2013
Q4 		$231K Sell
11,000
-600
-5% -$12.8K 0.11% 132
2013
Q3 		$251K Sell
11,600
-400
-3% -$9.01K 0.13% 117
2013
Q2 		$285K Buy
+12,000
New +$299K 0.16% 102

Other funds holding STI.PRE.CL

DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Weatherly Asset Management's STI.PRE.CL Position: Q1 2014 in Review

Weatherly Asset Management sold out of SunTrust Banks, Inc. (STI.PRE.CL) in Q1 2014, closing a stake of 11,000 shares — an estimated $231K sold.

Weatherly Asset Management first reported a position in STI.PRE.CL in Q2 2013 and held it in 3 quarters. The position peaked at $285K in Q2 2013. 3 funds tracked by Wall St. Rank hold STI.PRE.CL as of Q1 2014.

  • Weatherly Asset Management reported no remaining SunTrust Banks, Inc. position as of Q1 2014 after selling out during the quarter.
  • Weatherly Asset Management sold 11,000 SunTrust Banks, Inc. shares in Q1 2014, an estimated $231K.
  • Weatherly Asset Management first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 3 quarters.
  • Weatherly Asset Management's SunTrust Banks, Inc. position peaked at $285K in Q2 2013.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2014.

Based on Weatherly Asset Management's 13F filing for Q1 2014, filed 17 Apr 2014.