EWM
STL

Evercore Wealth Management’s STERLING BANCORP STL Stock Holding History

Evercore Wealth Management’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
-40,082
Closed -$550K – 1063
2013
Q3 		$550K Sell
40,082
-69,082
-63% -$918K 0.03% 266
2013
Q2 		$1.27M Buy
+109,164
New +$1.25M 0.07% 190

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

Evercore Wealth Management's STL Position: Q4 2013 in Review

Evercore Wealth Management sold out of STERLING BANCORP (STL) in Q4 2013, closing a stake of 40,082 shares — an estimated $550K sold.

Evercore Wealth Management first reported a position in STL in Q2 2013 and held it in 2 quarters. The position peaked at $1.27M in Q2 2013. 4 funds tracked by Wall St. Rank hold STL as of Q4 2013.

  • Evercore Wealth Management reported no remaining STERLING BANCORP position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 40,082 STERLING BANCORP shares in Q4 2013, an estimated $550K.
  • Evercore Wealth Management first reported a position in STERLING BANCORP in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's STERLING BANCORP position peaked at $1.27M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held STERLING BANCORP as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.