Halbert Hargrove Global Advisors
AF

Halbert Hargrove Global Advisors’s Astoria Financial Corporation AF Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio AF Stock Details AF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-111
Closed -$1.6M – 152
2014
Q3 		$1.6M Buy
+111
New +$1.45K 0.44% 16

Other funds holding AF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Halbert Hargrove Global Advisors's AF Position: Q4 2014 in Review

Halbert Hargrove Global Advisors sold out of Astoria Financial Corporation (AF) in Q4 2014, closing a stake of 111 shares — an estimated $1.6M sold.

Halbert Hargrove Global Advisors first reported a position in AF in Q3 2014 and held it in 1 quarter. The position peaked at $1.6M in Q3 2014. 170 funds tracked by Wall St. Rank hold AF as of Q4 2014.

  • Halbert Hargrove Global Advisors reported no remaining Astoria Financial Corporation position as of Q4 2014 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 111 Astoria Financial Corporation shares in Q4 2014, an estimated $1.6M.
  • Halbert Hargrove Global Advisors first reported a position in Astoria Financial Corporation in Q3 2014 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Astoria Financial Corporation position peaked at $1.6M in Q3 2014.
  • 170 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q4 2014.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2014, filed 18 Feb 2015.