EMFAT
STSA

Emerald Mutual Fund Advisers Trust’s STERLING FINL CORP (WA) COM NEW STSA Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio STSA Stock Details STSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-27,258
Closed -$781K – 254
2013
Q3 		$781K Buy
27,258
+13,938
+105% +$369K 0.11% 143
2013
Q2 		$317K Buy
+13,320
New +$294K 0.05% 175

Other funds holding STSA

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's STSA Position: Q4 2013 in Review

Emerald Mutual Fund Advisers Trust sold out of STERLING FINL CORP (WA) COM NEW (STSA) in Q4 2013, closing a stake of 27,258 shares — an estimated $781K sold.

Emerald Mutual Fund Advisers Trust first reported a position in STSA in Q2 2013 and held it in 2 quarters. The position peaked at $781K in Q3 2013. 132 funds tracked by Wall St. Rank hold STSA as of Q4 2013.

  • Emerald Mutual Fund Advisers Trust reported no remaining STERLING FINL CORP (WA) COM NEW position as of Q4 2013 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 27,258 STERLING FINL CORP (WA) COM NEW shares in Q4 2013, an estimated $781K.
  • Emerald Mutual Fund Advisers Trust first reported a position in STERLING FINL CORP (WA) COM NEW in Q2 2013 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's STERLING FINL CORP (WA) COM NEW position peaked at $781K in Q3 2013.
  • 132 funds tracked by Wall St. Rank held STERLING FINL CORP (WA) COM NEW as of Q4 2013.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2013, filed 30 Jan 2014.