JIC
STL

Joel Isaacson & Co’s Sterling Bancorp STL Stock Holding History

Joel Isaacson & Co’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
2014
Q1 		– Sell
-297
Closed -$4K – 600
2013
Q4 		$4K Buy
+297
New +$3.61K ﹤0.01% 472

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Joel Isaacson & Co's STL Position: Q1 2014 in Review

Joel Isaacson & Co sold out of Sterling Bancorp (STL) in Q1 2014, closing a stake of 297 shares — an estimated $4K sold.

Joel Isaacson & Co first reported a position in STL in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 129 funds tracked by Wall St. Rank hold STL as of Q1 2014.

  • Joel Isaacson & Co reported no remaining Sterling Bancorp position as of Q1 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 297 Sterling Bancorp shares in Q1 2014, an estimated $4K.
  • Joel Isaacson & Co first reported a position in Sterling Bancorp in Q4 2013 and held it in 1 quarter.
  • Joel Isaacson & Co's Sterling Bancorp position peaked at $4K in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2014.

Based on Joel Isaacson & Co's 13F filing for Q1 2014, filed 11 Apr 2014.