LPL Financial
STL

LPL Financial’s Sterling Bancorp STL Stock Holding History

LPL Financial’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
Q1 		– Sell
-10,854
Closed -$179K – 3297
2018
Q4 		$179K Sell
10,854
-7,626
-41% -$142K ﹤0.01% 2839
2018
Q3 		$407K Buy
18,480
+1,406
+8% +$32K ﹤0.01% 2412
2018
Q2 		$401K Buy
17,074
+3,146
+23% +$75K ﹤0.01% 2389
2018
Q1 		$314K Sell
13,928
-4,402
-24% -$108K ﹤0.01% 2569
2017
Q4 		$451K Buy
+18,330
New +$454K ﹤0.01% 2152

Other funds holding STL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LPL Financial's STL Position: Q1 2019 in Review

LPL Financial sold out of Sterling Bancorp (STL) in Q1 2019, closing a stake of 10,854 shares — an estimated $179K sold.

LPL Financial first reported a position in STL in Q4 2017 and held it in 5 quarters. The position peaked at $451K in Q4 2017. 288 funds tracked by Wall St. Rank hold STL as of Q1 2019.

  • LPL Financial reported no remaining Sterling Bancorp position as of Q1 2019 after selling out during the quarter.
  • LPL Financial sold 10,854 Sterling Bancorp shares in Q1 2019, an estimated $179K.
  • LPL Financial first reported a position in Sterling Bancorp in Q4 2017 and held it in 5 quarters.
  • LPL Financial's Sterling Bancorp position peaked at $451K in Q4 2017.
  • 288 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2019.

Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.