KA
STL

Klingman & Associates’s Sterling Bancorp STL Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-3,653
Closed -$64K – 378
2016
Q3 		$64K Hold
3,653
– – 0.02% 167
2016
Q2 		$57K Hold
3,653
– – 0.02% 181
2016
Q1 		$58K Buy
+3,653
New +$55.3K 0.02% 183
2015
Q4 		– Sell
-3,653
Closed -$54K – 455
2015
Q3 		$54K Buy
+3,653
New +$52.9K 0.02% 203

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Klingman & Associates's STL Position: Q4 2016 in Review

Klingman & Associates sold out of Sterling Bancorp (STL) in Q4 2016, closing a stake of 3,653 shares — an estimated $64K sold.

Klingman & Associates first reported a position in STL in Q3 2015 and held it in 4 quarters. The position peaked at $64K in Q3 2016. 221 funds tracked by Wall St. Rank hold STL as of Q4 2016.

  • Klingman & Associates reported no remaining Sterling Bancorp position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 3,653 Sterling Bancorp shares in Q4 2016, an estimated $64K.
  • Klingman & Associates first reported a position in Sterling Bancorp in Q3 2015 and held it in 4 quarters.
  • Klingman & Associates's Sterling Bancorp position peaked at $64K in Q3 2016.
  • 221 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.