WCM
STL

Wealthcare Capital Management’s Sterling Bancorp STL Stock Holding History

Wealthcare Capital Management’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
2020
Q2 		– Sell
-27
Closed – – 279
2020
Q1 		$0 Buy
+27
New +$466 ﹤0.01% 708

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Wealthcare Capital Management's STL Position: Q2 2020 in Review

Wealthcare Capital Management sold out of Sterling Bancorp (STL) in Q2 2020, closing a stake of 27 shares.

Wealthcare Capital Management first reported a position in STL in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 284 funds tracked by Wall St. Rank hold STL as of Q2 2020.

  • Wealthcare Capital Management reported no remaining Sterling Bancorp position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 27 Sterling Bancorp shares in Q2 2020.
  • Wealthcare Capital Management first reported a position in Sterling Bancorp in Q1 2020 and held it in 1 quarter.
  • Wealthcare Capital Management's Sterling Bancorp position peaked at $0 in Q1 2020.
  • 284 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2020.

Based on Wealthcare Capital Management's 13F filing for Q2 2020, filed 29 Jul 2020.