Charles Schwab
STL

Charles Schwab’s STERLING BANCORP STL Stock Holding History

Charles Schwab’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
2013
Q4 		– Sell
-70,922
Closed -$980K – 3132
2013
Q3 		$980K Buy
70,922
+542
+0.8% +$7.2K ﹤0.01% 2220
2013
Q2 		$849K Buy
+70,380
New +$807K ﹤0.01% 2257

Other funds holding STL

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
RBLCM
Roaring Blue Lion Capital Management Dallas, Texas $73.5M AUM 24.79% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Charles Schwab's STL Position: Q4 2013 in Review

Charles Schwab sold out of STERLING BANCORP (STL) in Q4 2013, closing a stake of 70,922 shares — an estimated $980K sold.

Charles Schwab first reported a position in STL in Q2 2013 and held it in 2 quarters. The position peaked at $980K in Q3 2013. 4 funds tracked by Wall St. Rank hold STL as of Q4 2013.

  • Charles Schwab reported no remaining STERLING BANCORP position as of Q4 2013 after selling out during the quarter.
  • Charles Schwab sold 70,922 STERLING BANCORP shares in Q4 2013, an estimated $980K.
  • Charles Schwab first reported a position in STERLING BANCORP in Q2 2013 and held it in 2 quarters.
  • Charles Schwab's STERLING BANCORP position peaked at $980K in Q3 2013.
  • 4 funds tracked by Wall St. Rank held STERLING BANCORP as of Q4 2013.

Based on Charles Schwab's 13F filing for Q4 2013, filed 14 Feb 2014.