Wealthfront’s Sterling Bancorp STL Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-927	Closed	-$14K	–	1408
2015 Q3	$14K	Buy	+927	New	+$13.4K	﹤0.01%	875

Other funds holding STL

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

BFA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

BIT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront's STL Position: Q4 2015 in Review

Wealthfront sold out of Sterling Bancorp (STL) in Q4 2015, closing a stake of 927 shares — an estimated $14K sold.

Wealthfront first reported a position in STL in Q3 2015 and held it in 1 quarter. The position peaked at $14K in Q3 2015. 180 funds tracked by Wall St. Rank hold STL as of Q4 2015.

Wealthfront reported no remaining Sterling Bancorp position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 927 Sterling Bancorp shares in Q4 2015, an estimated $14K.
Wealthfront first reported a position in Sterling Bancorp in Q3 2015 and held it in 1 quarter.
Wealthfront's Sterling Bancorp position peaked at $14K in Q3 2015.
180 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.