UAS
AF

United Asset Strategies’s Astoria Financial Corporation AF Stock Holding History

United Asset Strategies’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
2015
Q1 		– Sell
-10,804
Closed -$144K – 139
2014
Q4 		$144K Sell
10,804
-7
-0.1% -$91 0.06% 126
2014
Q3 		$134K Buy
10,811
+19
+0.2% +$248 0.06% 128
2014
Q2 		$145K Sell
10,792
-581
-5% -$7.72K 0.07% 117
2014
Q1 		$157K Sell
11,373
-383
-3% -$5.23K 0.09% 99
2013
Q4 		$163K Buy
11,756
+23
+0.2% +$308 0.11% 83
2013
Q3 		$146K Buy
11,733
+26
+0.2% +$321 0.09% 84
2013
Q2 		$126K Buy
+11,707
New +$116K 0.08% 87

Other funds holding AF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

United Asset Strategies's AF Position: Q1 2015 in Review

United Asset Strategies sold out of Astoria Financial Corporation (AF) in Q1 2015, closing a stake of 10,804 shares — an estimated $144K sold.

United Asset Strategies first reported a position in AF in Q2 2013 and held it in 7 quarters. The position peaked at $163K in Q4 2013. 158 funds tracked by Wall St. Rank hold AF as of Q1 2015.

  • United Asset Strategies reported no remaining Astoria Financial Corporation position as of Q1 2015 after selling out during the quarter.
  • United Asset Strategies sold 10,804 Astoria Financial Corporation shares in Q1 2015, an estimated $144K.
  • United Asset Strategies first reported a position in Astoria Financial Corporation in Q2 2013 and held it in 7 quarters.
  • United Asset Strategies's Astoria Financial Corporation position peaked at $163K in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q1 2015.

Based on United Asset Strategies's 13F filing for Q1 2015, filed 13 May 2015.