TSWM
AF

Triangle Securities Wealth Management’s Astoria Financial Corporation AF Stock Holding History

Triangle Securities Wealth Management’s Portfolio AF Stock Details AF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-4,772
Closed -$51K – 441
2013
Q2 		$51K Buy
+4,772
New +$47.2K 0.04% 251

Other funds holding AF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Triangle Securities Wealth Management's AF Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Astoria Financial Corporation (AF) in Q3 2013, closing a stake of 4,772 shares — an estimated $51K sold.

Triangle Securities Wealth Management first reported a position in AF in Q2 2013 and held it in 1 quarter. The position peaked at $51K in Q2 2013. 157 funds tracked by Wall St. Rank hold AF as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Astoria Financial Corporation position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 4,772 Astoria Financial Corporation shares in Q3 2013, an estimated $51K.
  • Triangle Securities Wealth Management first reported a position in Astoria Financial Corporation in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Astoria Financial Corporation position peaked at $51K in Q2 2013.
  • 157 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.