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STL

Avantax Planning Partners’s Sterling Bancorp STL Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-172
Closed -$3K – 1904
2018
Q1 		$3K Buy
+172
New +$4.21K ﹤0.01% 1572

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State Street
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Dimensional Fund Advisors
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
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Avantax Planning Partners's STL Position: Q2 2018 in Review

Avantax Planning Partners sold out of Sterling Bancorp (STL) in Q2 2018, closing a stake of 172 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in STL in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 312 funds tracked by Wall St. Rank hold STL as of Q2 2018.

  • Avantax Planning Partners reported no remaining Sterling Bancorp position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 172 Sterling Bancorp shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Sterling Bancorp in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Sterling Bancorp position peaked at $3K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.