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

Xcel 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	-7,863	Closed	-$540K	–	81
2019 Q3	$540K	Sell	7,863 -200	-2%	-$12.8K	0.5%	41
2019 Q2	$506K	Sell	8,063 -800	-9%	-$50.3K	0.5%	44
2019 Q1	$525K	Sell	8,863 -7,885	-47%	-$482K	0.54%	43
2018 Q4	$844K	Buy	+16,748	New	+$1M	1.03%	29

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

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

Xcel Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 7,863 shares — an estimated $540K sold.

Xcel Wealth Management first reported a position in STI in Q4 2018 and held it in 4 quarters. The position peaked at $844K in Q4 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Xcel Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Xcel Wealth Management sold 7,863 SunTrust Banks, Inc. shares in Q4 2019, an estimated $540K.
Xcel Wealth Management first reported a position in SunTrust Banks, Inc. in Q4 2018 and held it in 4 quarters.
Xcel Wealth Management's SunTrust Banks, Inc. position peaked at $844K in Q4 2018.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Xcel Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.