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STL

Fortis Advisors’s Sterling Bancorp STL Stock Holding History

Fortis Advisors’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
2019
Q3 		– Sell
-2,863
Closed -$61K – 380
2019
Q2 		$61K Hold
2,863
– – 0.03% 215
2019
Q1 		$53K Hold
2,863
– – 0.03% 214
2018
Q4 		$47K Hold
2,863
– – 0.03% 219
2018
Q3 		$63K Hold
2,863
– – 0.04% 190
2018
Q2 		$67K Hold
2,863
– – 0.04% 180
2018
Q1 		$65K Sell
2,863
-883
-24% -$21.6K 0.04% 166
2017
Q4 		$92K Hold
3,746
– – 0.06% 141
2017
Q3 		$92K Buy
+3,746
New +$85.4K 0.06% 132

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Advisors's STL Position: Q3 2019 in Review

Fortis Advisors sold out of Sterling Bancorp (STL) in Q3 2019, closing a stake of 2,863 shares — an estimated $61K sold.

Fortis Advisors first reported a position in STL in Q3 2017 and held it in 8 quarters. The position peaked at $92K in Q4 2017. 284 funds tracked by Wall St. Rank hold STL as of Q3 2019.

  • Fortis Advisors reported no remaining Sterling Bancorp position as of Q3 2019 after selling out during the quarter.
  • Fortis Advisors sold 2,863 Sterling Bancorp shares in Q3 2019, an estimated $61K.
  • Fortis Advisors first reported a position in Sterling Bancorp in Q3 2017 and held it in 8 quarters.
  • Fortis Advisors's Sterling Bancorp position peaked at $92K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.