PFA
STL

Pathway Financial Advisors’s Sterling Bancorp STL Stock Holding History

Pathway 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
2018
Q3 		– Sell
-1,819
Closed -$43K – 436
2018
Q2 		$43K Hold
1,819
– – 0.03% 275
2018
Q1 		$41K Hold
1,819
– – 0.02% 290
2017
Q4 		$45K Buy
+1,819
New +$45.1K 0.03% 293

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Pathway Financial Advisors's STL Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Sterling Bancorp (STL) in Q3 2018, closing a stake of 1,819 shares — an estimated $43K sold.

Pathway Financial Advisors first reported a position in STL in Q4 2017 and held it in 3 quarters. The position peaked at $45K in Q4 2017. 296 funds tracked by Wall St. Rank hold STL as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Sterling Bancorp position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,819 Sterling Bancorp shares in Q3 2018, an estimated $43K.
  • Pathway Financial Advisors first reported a position in Sterling Bancorp in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Sterling Bancorp position peaked at $45K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.