Circle Wealth Management’s Astoria Financial Corporation AF Stock Holding History

Circle Wealth Management’s Portfolio AF Stock Details AF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-116,098	Closed	-$2.5M	–	100
2017 Q3	$2.5M	Hold	116,098	–	–	1.03%	14
2017 Q2	$2.34M	Hold	116,098	–	–	1.04%	13
2017 Q1	$2.38M	Hold	116,098	–	–	1.14%	11
2016 Q4	$2.17M	Buy	+116,098	New	+$1.85M	1.16%	11

Other funds holding AF

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Circle Wealth Management's AF Position: Q4 2017 in Review

Circle Wealth Management sold out of Astoria Financial Corporation (AF) in Q4 2017, closing a stake of 116,098 shares — an estimated $2.5M sold.

Circle Wealth Management first reported a position in AF in Q4 2016 and held it in 4 quarters. The position peaked at $2.5M in Q3 2017. 1 fund tracked by Wall St. Rank holds AF as of Q4 2017.

Circle Wealth Management reported no remaining Astoria Financial Corporation position as of Q4 2017 after selling out during the quarter.
Circle Wealth Management sold 116,098 Astoria Financial Corporation shares in Q4 2017, an estimated $2.5M.
Circle Wealth Management first reported a position in Astoria Financial Corporation in Q4 2016 and held it in 4 quarters.
Circle Wealth Management's Astoria Financial Corporation position peaked at $2.5M in Q3 2017.
1 fund tracked by Wall St. Rank held Astoria Financial Corporation as of Q4 2017.

Based on Circle Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.