FGC
STL

Financial Gravity Companies’s Sterling Bancorp STL Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+53
New +$987 ﹤0.01% 1346
2018
Q1 		$2K Buy
70
+6
+9% +$147 ﹤0.01% 1046
2017
Q4 		$2K Buy
+64
New +$1.58K ﹤0.01% 1026

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Gravity Companies's STL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Sterling Bancorp (STL) in Q4 2018: 53 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in STL as recently as Q1 2018.

Financial Gravity Companies first reported a position in STL in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 283 funds tracked by Wall St. Rank hold STL as of Q4 2018.

  • Financial Gravity Companies held 53 shares of Sterling Bancorp worth $1K as of Q4 2018.
  • Sterling Bancorp was a new Financial Gravity Companies position in Q4 2018.
  • Sterling Bancorp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1346 holding.
  • Financial Gravity Companies first reported a position in Sterling Bancorp in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Sterling Bancorp position peaked at $2K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.