First Trust Advisors
STEL

First Trust Advisors’s STELLARONE CORPORATION COM STEL Stock Holding History

First Trust Advisors’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-37,635
Closed -$847K – 2322
2013
Q3 		$847K Buy
37,635
+5,825
+18% +$124K ﹤0.01% 1634
2013
Q2 		$625K Buy
+31,810
New +$518K ﹤0.01% 1689

Other funds holding STEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors's STEL Position: Q4 2013 in Review

First Trust Advisors sold out of STELLARONE CORPORATION COM (STEL) in Q4 2013, closing a stake of 37,635 shares — an estimated $847K sold.

First Trust Advisors first reported a position in STEL in Q2 2013 and held it in 2 quarters. The position peaked at $847K in Q3 2013. 70 funds tracked by Wall St. Rank hold STEL as of Q4 2013.

  • First Trust Advisors reported no remaining STELLARONE CORPORATION COM position as of Q4 2013 after selling out during the quarter.
  • First Trust Advisors sold 37,635 STELLARONE CORPORATION COM shares in Q4 2013, an estimated $847K.
  • First Trust Advisors first reported a position in STELLARONE CORPORATION COM in Q2 2013 and held it in 2 quarters.
  • First Trust Advisors's STELLARONE CORPORATION COM position peaked at $847K in Q3 2013.
  • 70 funds tracked by Wall St. Rank held STELLARONE CORPORATION COM as of Q4 2013.

Based on First Trust Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.