Envestnet Asset Management
STSA

Envestnet Asset Management’s STERLING FINL CORP (WA) COM NEW STSA Stock Holding History

Envestnet Asset Management’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
2014
Q2 		– Sell
-86
Closed -$3K – 2911
2014
Q1 		$3K Sell
86
-150
-64% -$4.85K ﹤0.01% 2263
2013
Q4 		$8K Sell
236
-196
-45% -$6.07K ﹤0.01% 1862
2013
Q3 		$12K Sell
432
-342
-44% -$9.05K ﹤0.01% 1661
2013
Q2 		$18K Buy
+774
New +$17.1K ﹤0.01% 1480

Other funds holding STSA

GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Envestnet Asset Management's STSA Position: Q2 2014 in Review

Envestnet Asset Management sold out of STERLING FINL CORP (WA) COM NEW (STSA) in Q2 2014, closing a stake of 86 shares — an estimated $3K sold.

Envestnet Asset Management first reported a position in STSA in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q2 2013. 1 fund tracked by Wall St. Rank holds STSA as of Q2 2014.

  • Envestnet Asset Management reported no remaining STERLING FINL CORP (WA) COM NEW position as of Q2 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 86 STERLING FINL CORP (WA) COM NEW shares in Q2 2014, an estimated $3K.
  • Envestnet Asset Management first reported a position in STERLING FINL CORP (WA) COM NEW in Q2 2013 and held it in 4 quarters.
  • Envestnet Asset Management's STERLING FINL CORP (WA) COM NEW position peaked at $18K in Q2 2013.
  • 1 fund tracked by Wall St. Rank held STERLING FINL CORP (WA) COM NEW as of Q2 2014.

Based on Envestnet Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.