WF
STI

Welch & Forbes’s SunTrust Banks, Inc. STI Stock Holding History

Welch & Forbes’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
-23,288
Closed -$1.6M – 359
2019
Q3 		$1.6M Sell
23,288
-569
-2% -$36.4K 0.04% 177
2019
Q2 		$1.5M Sell
23,857
-1,333
-5% -$83.8K 0.04% 184
2019
Q1 		$1.49M Hold
25,190
– – 0.04% 180
2018
Q4 		$1.27M Sell
25,190
-1,458
-5% -$87.3K 0.04% 182
2018
Q3 		$1.78M Hold
26,648
– – 0.04% 173
2018
Q2 		$1.76M Buy
26,648
+20
+0.1% +$1.36K 0.05% 171
2018
Q1 		$1.81M Sell
26,628
-285
-1% -$19.8K 0.05% 178
2017
Q4 		$1.74M Buy
26,913
+101
+0.4% +$6.17K 0.05% 167
2017
Q3 		$1.6M Sell
26,812
-550
-2% -$31.1K 0.04% 175
2017
Q2 		$1.55M Sell
27,362
-18
-0.1% -$1K 0.04% 172
2017
Q1 		$1.51M Sell
27,380
-4,258
-13% -$244K 0.04% 174
2016
Q4 		$1.74M Buy
31,638
+3,726
+13% +$186K 0.05% 172
2016
Q3 		$1.22M Hold
27,912
– – 0.04% 159
2016
Q2 		$1.15M Sell
27,912
-514
-2% -$21K 0.04% 183
2016
Q1 		$1.03M Sell
28,426
-350
-1% -$12.6K 0.03% 192
2015
Q4 		$1.23M Sell
28,776
-1,000
-3% -$42.1K 0.04% 180
2015
Q3 		$1.14M Hold
29,776
– – 0.04% 191
2015
Q2 		$1.28M Sell
29,776
-2,200
-7% -$93.5K 0.04% 193
2015
Q1 		$1.31M Sell
31,976
-200
-0.6% -$8.1K 0.04% 194
2014
Q4 		$1.35M Sell
32,176
-225
-0.7% -$8.82K 0.04% 194
2014
Q3 		$1.23M Sell
32,401
-200
-0.6% -$7.72K 0.04% 202
2014
Q2 		$1.31M Hold
32,601
– – 0.04% 186
2014
Q1 		$1.3M Sell
32,601
-348
-1% -$13.3K 0.04% 192
2013
Q4 		$1.21M Sell
32,949
-200
-0.6% -$6.97K 0.04% 188
2013
Q3 		$1.07M Sell
33,149
-200
-0.6% -$6.76K 0.04% 193
2013
Q2 		$1.05M Buy
+33,349
New +$1.01M 0.04% 186

Other funds holding STI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Welch & Forbes's STI Position: Q4 2019 in Review

Welch & Forbes sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 23,288 shares — an estimated $1.6M sold.

Welch & Forbes first reported a position in STI in Q2 2013 and held it in 26 quarters. The position peaked at $1.81M in Q1 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Welch & Forbes reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Welch & Forbes sold 23,288 SunTrust Banks, Inc. shares in Q4 2019, an estimated $1.6M.
  • Welch & Forbes first reported a position in SunTrust Banks, Inc. in Q2 2013 and held it in 26 quarters.
  • Welch & Forbes's SunTrust Banks, Inc. position peaked at $1.81M in Q1 2018.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Welch & Forbes's 13F filing for Q4 2019, filed 17 Jan 2020.