West Oak Capital’s SunTrust Banks, Inc. STI Stock Holding History

West Oak Capital’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	-12,405	Closed	-$853K	–	316
2019 Q3	$853K	Hold	12,405	–	–	0.5%	58
2019 Q2	$780K	Sell	12,405 -57	-0.5%	-$3.58K	0.47%	60
2019 Q1	$738K	Hold	12,462	–	–	0.46%	62
2018 Q4	$629K	Sell	12,462 -11,110	-47%	-$665K	0.45%	65
2018 Q3	$1.57M	Buy	23,572 +172	+0.7%	+$12.3K	0.91%	45
2018 Q2	$1.54M	Buy	23,400 +340	+1%	+$23.1K	0.94%	42
2018 Q1	$1.57M	Buy	23,060 +1,020	+5%	+$70.8K	0.93%	36
2017 Q4	$1.42M	Sell	22,040 -495	-2%	-$30.2K	0.87%	49
2017 Q3	$1.35M	Buy	22,535 +9,790	+77%	+$553K	0.8%	54
2017 Q2	$723K	Buy	+12,745	New	+$708K	0.44%	70

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

West Oak Capital's STI Position: Q4 2019 in Review

West Oak Capital sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 12,405 shares — an estimated $853K sold.

West Oak Capital first reported a position in STI in Q2 2017 and held it in 10 quarters. The position peaked at $1.57M in Q3 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

West Oak Capital reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
West Oak Capital sold 12,405 SunTrust Banks, Inc. shares in Q4 2019, an estimated $853K.
West Oak Capital first reported a position in SunTrust Banks, Inc. in Q2 2017 and held it in 10 quarters.
West Oak Capital's SunTrust Banks, Inc. position peaked at $1.57M in Q3 2018.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on West Oak Capital's 13F filing for Q4 2019, filed 9 Jan 2020.