JFS Wealth Advisors’s Astoria Financial Corporation AF Stock Holding History

JFS Wealth 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
2016 Q1	–	Sell	-517	Closed	-$8K	–	672
2015 Q4	$8K	Hold	517	–	–	﹤0.01%	422
2015 Q3	$8K	Hold	517	–	–	﹤0.01%	373
2015 Q2	$7K	Hold	517	–	–	﹤0.01%	390
2015 Q1	$7K	Hold	517	–	–	﹤0.01%	396
2014 Q4	$7K	Hold	517	–	–	﹤0.01%	419
2014 Q3	$6K	Hold	517	–	–	﹤0.01%	378
2014 Q2	$7K	Buy	+517	New	+$6.87K	﹤0.01%	359

Other funds holding AF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFS Wealth Advisors's AF Position: Q1 2016 in Review

JFS Wealth Advisors sold out of Astoria Financial Corporation (AF) in Q1 2016, closing a stake of 517 shares — an estimated $8K sold.

JFS Wealth Advisors first reported a position in AF in Q2 2014 and held it in 7 quarters. The position peaked at $8K in Q4 2015. 164 funds tracked by Wall St. Rank hold AF as of Q1 2016.

JFS Wealth Advisors reported no remaining Astoria Financial Corporation position as of Q1 2016 after selling out during the quarter.
JFS Wealth Advisors sold 517 Astoria Financial Corporation shares in Q1 2016, an estimated $8K.
JFS Wealth Advisors first reported a position in Astoria Financial Corporation in Q2 2014 and held it in 7 quarters.
JFS Wealth Advisors's Astoria Financial Corporation position peaked at $8K in Q4 2015.
164 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.