WAM
STL

Wealthspire Advisors (Maryland)’s Sterling Bancorp STL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,735
Closed -$32K – 2537
2019
Q1 		$32K Buy
1,735
+30
+2% +$573 ﹤0.01% 1089
2018
Q4 		$28K Sell
1,705
-1,843
-52% -$34.3K ﹤0.01% 1094
2018
Q3 		$78K Buy
3,548
+1,177
+50% +$26.8K 0.01% 797
2018
Q2 		$56K Buy
2,371
+17
+0.7% +$405 0.01% 934
2018
Q1 		$53K Buy
2,354
+254
+12% +$6.22K 0.01% 959
2017
Q4 		$52K Sell
2,100
-598
-22% -$14.8K 0.01% 993
2017
Q3 		$67K Buy
2,698
+2,238
+487% +$51K 0.01% 873
2017
Q2 		$11K Buy
460
+35
+8% +$801 ﹤0.01% 1515
2017
Q1 		$10K Buy
+425
New +$10.2K ﹤0.01% 1359

Other funds holding STL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Sterling Bancorp (STL) in Q2 2019, closing a stake of 1,735 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in STL in Q1 2017 and held it in 9 quarters. The position peaked at $78K in Q3 2018. 295 funds tracked by Wall St. Rank hold STL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Sterling Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,735 Sterling Bancorp shares in Q2 2019, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in Sterling Bancorp in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Sterling Bancorp position peaked at $78K in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Sterling Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.