Willingdon Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Willingdon Wealth Management’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	-141	Closed	-$10K	–	573
2019 Q3	$10K	Buy	141 +25	+22%	+$1.6K	﹤0.01%	243
2019 Q2	$7K	Hold	116	–	–	﹤0.01%	254
2019 Q1	$7K	Buy	+116	New	+$7.1K	﹤0.01%	262
2018 Q4	–	Sell	-153	Closed	-$10K	–	423
2018 Q3	$10K	Buy	+153	New	+$10.9K	﹤0.01%	293
2018 Q1	–	Sell	-157	Closed	-$10K	–	401
2017 Q4	$10K	Buy	+157	New	+$9.59K	﹤0.01%	249

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

Willingdon Wealth Management's STI Position: Q4 2019 in Review

Willingdon Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 141 shares — an estimated $10K sold.

Willingdon Wealth Management first reported a position in STI in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Willingdon Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 141 SunTrust Banks, Inc. shares in Q4 2019, an estimated $10K.
Willingdon Wealth Management first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 5 quarters.
Willingdon Wealth Management's SunTrust Banks, Inc. position peaked at $10K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.