AWA
STL

Arete Wealth Advisors’s Sterling Bancorp STL Stock Holding History

Arete Wealth Advisors’s Portfolio STL Stock Details STL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,399
Closed -$268K – 410
2018
Q2 		$268K Sell
11,399
-54
-0.5% -$1.29K 0.06% 296
2018
Q1 		$258K Buy
11,453
+17
+0.1% +$416 0.09% 266
2017
Q4 		$281K Buy
+11,436
New +$283K 0.09% 248

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Arete Wealth Advisors's STL Position: Q3 2018 in Review

Arete Wealth Advisors sold out of Sterling Bancorp (STL) in Q3 2018, closing a stake of 11,399 shares — an estimated $268K sold.

Arete Wealth Advisors first reported a position in STL in Q4 2017 and held it in 3 quarters. The position peaked at $281K in Q4 2017. 296 funds tracked by Wall St. Rank hold STL as of Q3 2018.

  • Arete Wealth Advisors reported no remaining Sterling Bancorp position as of Q3 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,399 Sterling Bancorp shares in Q3 2018, an estimated $268K.
  • Arete Wealth Advisors first reported a position in Sterling Bancorp in Q4 2017 and held it in 3 quarters.
  • Arete Wealth Advisors's Sterling Bancorp position peaked at $281K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.