MYIA
STL

Mount Yale Investment Advisors’s Sterling Bancorp STL Stock Holding History

Mount Yale Investment 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
2020
Q4 		– Sell
-11,033
Closed -$116K – 431
2020
Q3 		$116K Buy
+11,033
New +$125K 0.02% 343
2018
Q4 		– Sell
-4,704
Closed -$87K – 955
2018
Q3 		$87K Sell
4,704
-4,493
-49% -$102K 0.02% 490
2018
Q2 		$216K Sell
9,197
-66
-0.7% -$1.57K 0.04% 298
2018
Q1 		$209K Buy
+9,263
New +$227K 0.04% 285

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's STL Position: Q4 2020 in Review

Mount Yale Investment Advisors sold out of Sterling Bancorp (STL) in Q4 2020, closing a stake of 11,033 shares — an estimated $116K sold.

Mount Yale Investment Advisors first reported a position in STL in Q1 2018 and held it in 4 quarters. The position peaked at $216K in Q2 2018. 288 funds tracked by Wall St. Rank hold STL as of Q4 2020.

  • Mount Yale Investment Advisors reported no remaining Sterling Bancorp position as of Q4 2020 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,033 Sterling Bancorp shares in Q4 2020, an estimated $116K.
  • Mount Yale Investment Advisors first reported a position in Sterling Bancorp in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Sterling Bancorp position peaked at $216K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.