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

Whalerock Point 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
2018 Q2	–	Sell	-14,775	Closed	-$1M	–	192
2018 Q1	$1M	Buy	14,775 +100	+0.7%	+$6.94K	0.32%	60
2017 Q4	$948K	Buy	14,675 +8,150	+125%	+$498K	0.3%	65
2017 Q3	$390K	Buy	6,525 +1,000	+18%	+$56.5K	0.14%	101
2017 Q2	$313K	Buy	5,525 +850	+18%	+$47.2K	0.11%	116
2017 Q1	$259K	Buy	4,675 +100	+2%	+$5.73K	0.1%	124
2016 Q4	$251K	Buy	+4,575	New	+$229K	0.1%	120

Other funds holding STI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whalerock Point Partners's STI Position: Q2 2018 in Review

Whalerock Point Partners sold out of SunTrust Banks, Inc. (STI) in Q2 2018, closing a stake of 14,775 shares — an estimated $1M sold.

Whalerock Point Partners first reported a position in STI in Q4 2016 and held it in 6 quarters. The position peaked at $1M in Q1 2018. 865 funds tracked by Wall St. Rank hold STI as of Q2 2018.

Whalerock Point Partners reported no remaining SunTrust Banks, Inc. position as of Q2 2018 after selling out during the quarter.
Whalerock Point Partners sold 14,775 SunTrust Banks, Inc. shares in Q2 2018, an estimated $1M.
Whalerock Point Partners first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 6 quarters.
Whalerock Point Partners's SunTrust Banks, Inc. position peaked at $1M in Q1 2018.
865 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2018.

Based on Whalerock Point Partners's 13F filing for Q2 2018, filed 4 Mar 2019.