UFF
STL

USA Financial Formulas’s Sterling Bancorp STL Stock Holding History

USA Financial Formulas’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
2017
Q2 		– Sell
-11,943
Closed -$283K – 355
2017
Q1 		$283K Buy
+11,943
New +$287K 0.07% 210

Other funds holding STL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USA Financial Formulas's STL Position: Q2 2017 in Review

USA Financial Formulas sold out of Sterling Bancorp (STL) in Q2 2017, closing a stake of 11,943 shares — an estimated $283K sold.

USA Financial Formulas first reported a position in STL in Q1 2017 and held it in 1 quarter. The position peaked at $283K in Q1 2017. 234 funds tracked by Wall St. Rank hold STL as of Q2 2017.

  • USA Financial Formulas reported no remaining Sterling Bancorp position as of Q2 2017 after selling out during the quarter.
  • USA Financial Formulas sold 11,943 Sterling Bancorp shares in Q2 2017, an estimated $283K.
  • USA Financial Formulas first reported a position in Sterling Bancorp in Q1 2017 and held it in 1 quarter.
  • USA Financial Formulas's Sterling Bancorp position peaked at $283K in Q1 2017.
  • 234 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2017.

Based on USA Financial Formulas's 13F filing for Q2 2017, filed 23 Aug 2017.