Gary Goldberg Planning Services’s Sterling Bancorp STL Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$43K	Buy	+3,000	New	+$40.6K	0.02%	235

Other funds holding STL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's STL Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Sterling Bancorp (STL) in Q4 2014: 3,000 shares worth $43K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings.

151 funds tracked by Wall St. Rank hold STL as of Q4 2014.

Gary Goldberg Planning Services held 3,000 shares of Sterling Bancorp worth $43K as of Q4 2014.
Sterling Bancorp was a new Gary Goldberg Planning Services position in Q4 2014.
Sterling Bancorp made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #235 holding.
151 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.