FC
STSA

FBR & Co’s STERLING FINL CORP (WA) COM NEW STSA Stock Holding History

FBR & Co’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 		$1.19M Sell
35,000
-15,000
-30% -$464K 2.03% 20
2013
Q3 		$1.43M Buy
+50,000
New +$1.32M 2.17% 12

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

FBR & Co's STSA Position: Q4 2013 in Review

FBR & Co reduced its STERLING FINL CORP (WA) COM NEW (STSA) stake by 30% in Q4 2013, selling an estimated $464K and leaving 35,000 shares worth $1.19M. The position accounts for 2.03% of the portfolio, ranked #20.

FBR & Co first reported a position in STSA in Q3 2013 and has held it in 2 quarters since. The position peaked at $1.43M in Q3 2013. 132 funds tracked by Wall St. Rank hold STSA as of Q4 2013.

  • FBR & Co held 35,000 shares of STERLING FINL CORP (WA) COM NEW worth $1.19M as of Q4 2013.
  • FBR & Co sold 15,000 STERLING FINL CORP (WA) COM NEW shares in Q4 2013, an estimated $464K.
  • STERLING FINL CORP (WA) COM NEW made up 2.03% of FBR & Co's portfolio in Q4 2013, its #20 holding.
  • FBR & Co first reported a position in STERLING FINL CORP (WA) COM NEW in Q3 2013 and has held it in 2 quarters since.
  • FBR & Co's STERLING FINL CORP (WA) COM NEW position peaked at $1.43M in Q3 2013.
  • 132 funds tracked by Wall St. Rank held STERLING FINL CORP (WA) COM NEW as of Q4 2013.

Based on FBR & Co's 13F filing for Q4 2013, filed 11 Feb 2014.