IMS
AF

Index Management Solutions’s Astoria Financial Corporation AF Stock Holding History

Index Management Solutions’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
-16,014
Closed -$198K – 1099
2014
Q3 		$198K Buy
16,014
+705
+5% +$9.19K 0.02% 648
2014
Q2 		$206K Buy
15,309
+10,662
+229% +$142K 0.03% 624
2014
Q1 		$64K Buy
+4,647
New +$63.5K 0.01% 678

Other funds holding AF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's AF Position: Q4 2014 in Review

Index Management Solutions sold out of Astoria Financial Corporation (AF) in Q4 2014, closing a stake of 16,014 shares — an estimated $198K sold.

Index Management Solutions first reported a position in AF in Q1 2014 and held it in 3 quarters. The position peaked at $206K in Q2 2014. 170 funds tracked by Wall St. Rank hold AF as of Q4 2014.

  • Index Management Solutions reported no remaining Astoria Financial Corporation position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 16,014 Astoria Financial Corporation shares in Q4 2014, an estimated $198K.
  • Index Management Solutions first reported a position in Astoria Financial Corporation in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Astoria Financial Corporation position peaked at $206K in Q2 2014.
  • 170 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.