GSC
STL

Ground Swell Capital’s Sterling Bancorp STL Stock Holding History

Ground Swell Capital’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
Q3 		$10K Buy
780
+577
+284% +$7.16K 0.02% 1086
2014
Q2 		$2K Buy
+203
New +$2.41K ﹤0.01% 1668

Other funds holding STL

Dimensional Fund Advisors
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Ground Swell Capital's STL Position: Q3 2014 in Review

Ground Swell Capital increased its Sterling Bancorp (STL) stake by 284% in Q3 2014, buying an estimated $7.16K and bringing the position to 780 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #1086.

Ground Swell Capital first reported a position in STL in Q2 2014 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold STL as of Q3 2014.

  • Ground Swell Capital held 780 shares of Sterling Bancorp worth $10K as of Q3 2014.
  • Ground Swell Capital bought 577 Sterling Bancorp shares in Q3 2014, an estimated $7.16K.
  • Sterling Bancorp made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1086 holding.
  • Ground Swell Capital first reported a position in Sterling Bancorp in Q2 2014 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.