STA
STL

Summit Trail Advisors’s Sterling Bancorp STL Stock Holding History

Summit Trail 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
-2,910
Closed -$68K – 533
2018
Q2 		$68K Buy
+2,910
New +$69.4K 0.02% 275
2018
Q1 		– Sell
-3,420
Closed -$87K – 2193
2017
Q4 		$87K Buy
+3,420
New +$84.7K 0.01% 666

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

Summit Trail Advisors's STL Position: Q3 2018 in Review

Summit Trail Advisors sold out of Sterling Bancorp (STL) in Q3 2018, closing a stake of 2,910 shares — an estimated $68K sold.

Summit Trail Advisors first reported a position in STL in Q4 2017 and held it in 2 quarters. The position peaked at $87K in Q4 2017. 296 funds tracked by Wall St. Rank hold STL as of Q3 2018.

  • Summit Trail Advisors reported no remaining Sterling Bancorp position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,910 Sterling Bancorp shares in Q3 2018, an estimated $68K.
  • Summit Trail Advisors first reported a position in Sterling Bancorp in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Sterling Bancorp position peaked at $87K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.