LFA
STL

Legacy Financial Advisors’s Sterling Bancorp STL Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-37
Closed -$1K – 1078
2019
Q1 		$1K Sell
37
-404
-92% -$7.72K ﹤0.01% 1049
2018
Q4 		$7K Sell
441
-60
-12% -$1.12K ﹤0.01% 681
2018
Q3 		$11K Hold
501
– – ﹤0.01% 511
2018
Q2 		$11K Buy
501
+55
+12% +$1.31K ﹤0.01% 515
2018
Q1 		$9K Sell
446
-36
-7% -$882 ﹤0.01% 522
2017
Q4 		$11K Buy
+482
New +$11.9K ﹤0.01% 465

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's STL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Sterling Bancorp (STL) in Q2 2019, closing a stake of 37 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in STL in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q3 2018. 295 funds tracked by Wall St. Rank hold STL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Sterling Bancorp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 37 Sterling Bancorp shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Sterling Bancorp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Sterling Bancorp position peaked at $11K in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.