First Trust Advisors
STSA

First Trust Advisors’s STERLING FINL CORP (WA) COM NEW STSA Stock Holding History

First Trust Advisors’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 		– Sell
-25,215
Closed -$722K – 2346
2013
Q3 		$722K Buy
25,215
+6,595
+35% +$175K ﹤0.01% 1714
2013
Q2 		$443K Buy
+18,620
New +$411K ﹤0.01% 1857

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

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

First Trust Advisors sold out of STERLING FINL CORP (WA) COM NEW (STSA) in Q4 2013, closing a stake of 25,215 shares — an estimated $722K sold.

First Trust Advisors first reported a position in STSA in Q2 2013 and held it in 2 quarters. The position peaked at $722K in Q3 2013. 132 funds tracked by Wall St. Rank hold STSA as of Q4 2013.

  • First Trust Advisors reported no remaining STERLING FINL CORP (WA) COM NEW position as of Q4 2013 after selling out during the quarter.
  • First Trust Advisors sold 25,215 STERLING FINL CORP (WA) COM NEW shares in Q4 2013, an estimated $722K.
  • First Trust Advisors first reported a position in STERLING FINL CORP (WA) COM NEW in Q2 2013 and held it in 2 quarters.
  • First Trust Advisors's STERLING FINL CORP (WA) COM NEW position peaked at $722K in Q3 2013.
  • 132 funds tracked by Wall St. Rank held STERLING FINL CORP (WA) COM NEW as of Q4 2013.

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