SWP
STL

Stratos Wealth Partners’s Sterling Bancorp STL Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-181
Closed -$4K – 3090
2018
Q3 		$4K Buy
+181
New +$4.12K ﹤0.01% 2582
2018
Q2 		– Sell
-119
Closed -$3K – 3219
2018
Q1 		$3K Hold
119
– – ﹤0.01% 2819
2017
Q4 		$3K Buy
+119
New +$2.95K ﹤0.01% 2580

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Stratos Wealth Partners's STL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Sterling Bancorp (STL) in Q4 2018, closing a stake of 181 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in STL in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 283 funds tracked by Wall St. Rank hold STL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Sterling Bancorp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 181 Sterling Bancorp shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in Sterling Bancorp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Sterling Bancorp position peaked at $4K in Q3 2018.
  • 283 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.