CPIG
STL

Chicago Partners Investment Group’s Sterling Bancorp STL Stock Holding History

Chicago Partners Investment Group’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
-480
Closed -$11K – 1131
2018
Q2 		$11K Hold
480
– – ﹤0.01% 799
2018
Q1 		$11K Hold
480
– – ﹤0.01% 766
2017
Q4 		$12K Hold
480
– – ﹤0.01% 720
2017
Q3 		$12K Hold
480
– – ﹤0.01% 750
2017
Q2 		$11K Buy
+480
New +$11K ﹤0.01% 577

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

Chicago Partners Investment Group's STL Position: Q3 2018 in Review

Chicago Partners Investment Group sold out of Sterling Bancorp (STL) in Q3 2018, closing a stake of 480 shares — an estimated $11K sold.

Chicago Partners Investment Group first reported a position in STL in Q2 2017 and held it in 5 quarters. The position peaked at $12K in Q4 2017. 296 funds tracked by Wall St. Rank hold STL as of Q3 2018.

  • Chicago Partners Investment Group reported no remaining Sterling Bancorp position as of Q3 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 480 Sterling Bancorp shares in Q3 2018, an estimated $11K.
  • Chicago Partners Investment Group first reported a position in Sterling Bancorp in Q2 2017 and held it in 5 quarters.
  • Chicago Partners Investment Group's Sterling Bancorp position peaked at $12K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2018.

Based on Chicago Partners Investment Group's 13F filing for Q3 2018, filed 5 Nov 2018.