Univest Financial’s Sterling Bancorp STL Stock Holding History

Univest Financial’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
2014 Q2	–	Sell	-10,476	Closed	-$133K	–	85
2014 Q1	$133K	Hold	10,476	–	–	0.07%	78
2013 Q4	$140K	Buy	+10,476	New	+$127K	0.07%	79

Other funds holding STL

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Univest Financial's STL Position: Q2 2014 in Review

Univest Financial sold out of Sterling Bancorp (STL) in Q2 2014, closing a stake of 10,476 shares — an estimated $133K sold.

Univest Financial first reported a position in STL in Q4 2013 and held it in 2 quarters. The position peaked at $140K in Q4 2013. 138 funds tracked by Wall St. Rank hold STL as of Q2 2014.

Univest Financial reported no remaining Sterling Bancorp position as of Q2 2014 after selling out during the quarter.
Univest Financial sold 10,476 Sterling Bancorp shares in Q2 2014, an estimated $133K.
Univest Financial first reported a position in Sterling Bancorp in Q4 2013 and held it in 2 quarters.
Univest Financial's Sterling Bancorp position peaked at $140K in Q4 2013.
138 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2014.

Based on Univest Financial's 13F filing for Q2 2014, filed 31 Jul 2014.