LSV Asset Management
STSA

LSV Asset Management’s STERLING FINL CORP (WA) COM NEW STSA Stock Holding History

LSV Asset Management’s Portfolio STSA Stock Details STSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,500
Closed -$323K – 910
2013
Q4 		$323K Sell
9,500
-44,039
-82% -$1.36M ﹤0.01% 767
2013
Q3 		$1.53M Buy
53,539
+13,939
+35% +$369K ﹤0.01% 613
2013
Q2 		$941K Buy
+39,600
New +$874K ﹤0.01% 650

Other funds holding STSA

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return

LSV Asset Management's STSA Position: Q1 2014 in Review

LSV Asset Management sold out of STERLING FINL CORP (WA) COM NEW (STSA) in Q1 2014, closing a stake of 9,500 shares — an estimated $323K sold.

LSV Asset Management first reported a position in STSA in Q2 2013 and held it in 3 quarters. The position peaked at $1.53M in Q3 2013. 120 funds tracked by Wall St. Rank hold STSA as of Q1 2014.

  • LSV Asset Management reported no remaining STERLING FINL CORP (WA) COM NEW position as of Q1 2014 after selling out during the quarter.
  • LSV Asset Management sold 9,500 STERLING FINL CORP (WA) COM NEW shares in Q1 2014, an estimated $323K.
  • LSV Asset Management first reported a position in STERLING FINL CORP (WA) COM NEW in Q2 2013 and held it in 3 quarters.
  • LSV Asset Management's STERLING FINL CORP (WA) COM NEW position peaked at $1.53M in Q3 2013.
  • 120 funds tracked by Wall St. Rank held STERLING FINL CORP (WA) COM NEW as of Q1 2014.

Based on LSV Asset Management's 13F filing for Q1 2014, filed 29 Apr 2014.