IA
STL

IFP Advisors’s Sterling Bancorp STL Stock Holding History

IFP Advisors’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
2021
Q1 		– Sell
-4,459
Closed -$95.8K – 3381
2020
Q4 		$80K Sell
4,459
-85
-2% -$1.28K ﹤0.01% 1242
2020
Q3 		$48K Buy
+4,544
New +$51.5K ﹤0.01% 1311
2020
Q2 		– Sell
-144
Closed -$1.65K – 3118
2020
Q1 		$1K Sell
144
-8
-5% -$138 ﹤0.01% 2697
2019
Q4 		$3K Hold
152
– – ﹤0.01% 2447
2019
Q3 		$3K Buy
+152
New +$3.08K ﹤0.01% 2624
2019
Q1 		– Sell
-464
Closed -$8K – 4027
2018
Q4 		$8K Sell
464
-242
-34% -$4.51K ﹤0.01% 2653
2018
Q3 		$16K Buy
706
+37
+6% +$842 ﹤0.01% 2609
2018
Q2 		$16K Buy
669
+167
+33% +$3.98K ﹤0.01% 2630
2018
Q1 		$12K Hold
502
– – ﹤0.01% 2708
2017
Q4 		$12K Hold
502
– – ﹤0.01% 2747
2017
Q3 		$12K Sell
502
-18
-3% -$410 ﹤0.01% 2950
2017
Q2 		$12K Buy
520
+291
+127% +$6.66K ﹤0.01% 2933
2017
Q1 		$5K Hold
229
– – ﹤0.01% 3379
2016
Q4 		$5K Sell
229
-24
-9% -$497 ﹤0.01% 3365
2016
Q3 		$4K Buy
253
+229
+954% +$3.9K ﹤0.01% 3414
2016
Q2 		$0 Buy
+24
New +$385 ﹤0.01% 4343
2016
Q1 		– Sell
-70
Closed -$1K – 4581
2015
Q4 		$1K Buy
+70
New +$1.13K ﹤0.01% 3697

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

IFP Advisors's STL Position: Q1 2021 in Review

IFP Advisors sold out of Sterling Bancorp (STL) in Q1 2021, closing a stake of 4,459 shares — an estimated $95.8K sold.

IFP Advisors first reported a position in STL in Q4 2015 and held it in 17 quarters. The position peaked at $80K in Q4 2020. 296 funds tracked by Wall St. Rank hold STL as of Q1 2021.

  • IFP Advisors reported no remaining Sterling Bancorp position as of Q1 2021 after selling out during the quarter.
  • IFP Advisors sold 4,459 Sterling Bancorp shares in Q1 2021, an estimated $95.8K.
  • IFP Advisors first reported a position in Sterling Bancorp in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's Sterling Bancorp position peaked at $80K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2021.

Based on IFP Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.