Private Ocean’s Sterling Bancorp STL Stock Holding History

Private Ocean’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 Q1	–	Sell	-252	Closed	-$6K	–	570
2017 Q4	$6K	Buy	+252	New	+$6.24K	﹤0.01%	271

Other funds holding STL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Private Ocean's STL Position: Q1 2018 in Review

Private Ocean sold out of Sterling Bancorp (STL) in Q1 2018, closing a stake of 252 shares — an estimated $6K sold.

Private Ocean first reported a position in STL in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 300 funds tracked by Wall St. Rank hold STL as of Q1 2018.

Private Ocean reported no remaining Sterling Bancorp position as of Q1 2018 after selling out during the quarter.
Private Ocean sold 252 Sterling Bancorp shares in Q1 2018, an estimated $6K.
Private Ocean first reported a position in Sterling Bancorp in Q4 2017 and held it in 1 quarter.
Private Ocean's Sterling Bancorp position peaked at $6K in Q4 2017.
300 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2018.

Based on Private Ocean's 13F filing for Q1 2018, filed 11 May 2018.