Capstone Investment Advisors
STL

Capstone Investment Advisors’s Sterling Bancorp STL Stock Holding History

Capstone Investment 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
Q1 		– Sell
-16,400
Closed -$403K – 630
2017
Q4 		$403K Buy
+16,400
New +$406K 0.01% 307
2017
Q3 		– Sell
-9,342
Closed -$217K – 858
2017
Q2 		$217K Buy
+9,342
New +$214K 0.01% 549
2016
Q4 		– Sell
-31,900
Closed -$558K – 1250
2016
Q3 		$558K Buy
+31,900
New +$543K 0.01% 497

Other funds holding STL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capstone Investment Advisors's STL Position: Q1 2018 in Review

Capstone Investment Advisors sold out of Sterling Bancorp (STL) in Q1 2018, closing a stake of 16,400 shares — an estimated $403K sold.

Capstone Investment Advisors first reported a position in STL in Q3 2016 and held it in 3 quarters. The position peaked at $558K in Q3 2016. 300 funds tracked by Wall St. Rank hold STL as of Q1 2018.

  • Capstone Investment Advisors reported no remaining Sterling Bancorp position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 16,400 Sterling Bancorp shares in Q1 2018, an estimated $403K.
  • Capstone Investment Advisors first reported a position in Sterling Bancorp in Q3 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Sterling Bancorp position peaked at $558K in Q3 2016.
  • 300 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.