GC
STL

Grimes & Company’s Sterling Bancorp STL Stock Holding History

Grimes & Company’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
2016
Q1 		– Sell
-12,115
Closed -$197K – 220
2015
Q4 		$197K Sell
12,115
-3,045
-20% -$49.2K 0.03% 186
2015
Q3 		$225K Buy
+15,160
New +$220K 0.03% 166

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grimes & Company's STL Position: Q1 2016 in Review

Grimes & Company sold out of Sterling Bancorp (STL) in Q1 2016, closing a stake of 12,115 shares — an estimated $197K sold.

Grimes & Company first reported a position in STL in Q3 2015 and held it in 2 quarters. The position peaked at $225K in Q3 2015. 178 funds tracked by Wall St. Rank hold STL as of Q1 2016.

  • Grimes & Company reported no remaining Sterling Bancorp position as of Q1 2016 after selling out during the quarter.
  • Grimes & Company sold 12,115 Sterling Bancorp shares in Q1 2016, an estimated $197K.
  • Grimes & Company first reported a position in Sterling Bancorp in Q3 2015 and held it in 2 quarters.
  • Grimes & Company's Sterling Bancorp position peaked at $225K in Q3 2015.
  • 178 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2016.

Based on Grimes & Company's 13F filing for Q1 2016, filed 25 Apr 2016.