HA
STEL

Heartland Advisors’s STELLARONE CORPORATION COM STEL Stock Holding History

Heartland Advisors’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,674,439
Closed -$37.7M – 277
2013
Q3 		$37.7M Buy
1,674,439
+5,500
+0.3% +$117K 0.69% 44
2013
Q2 		$32.8M Buy
+1,668,939
New +$27.2M 0.6% 58

Other funds holding STEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartland Advisors's STEL Position: Q4 2013 in Review

Heartland Advisors sold out of STELLARONE CORPORATION COM (STEL) in Q4 2013, closing a stake of 1,674,439 shares — an estimated $37.7M sold.

Heartland Advisors first reported a position in STEL in Q2 2013 and held it in 2 quarters. The position peaked at $37.7M in Q3 2013. 70 funds tracked by Wall St. Rank hold STEL as of Q4 2013.

  • Heartland Advisors reported no remaining STELLARONE CORPORATION COM position as of Q4 2013 after selling out during the quarter.
  • Heartland Advisors sold 1,674,439 STELLARONE CORPORATION COM shares in Q4 2013, an estimated $37.7M.
  • Heartland Advisors first reported a position in STELLARONE CORPORATION COM in Q2 2013 and held it in 2 quarters.
  • Heartland Advisors's STELLARONE CORPORATION COM position peaked at $37.7M in Q3 2013.
  • 70 funds tracked by Wall St. Rank held STELLARONE CORPORATION COM as of Q4 2013.

Based on Heartland Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.