Wellington Management Group
STSA

Wellington Management Group’s STERLING FINL CORP (WA) COM NEW STSA Stock Holding History

Wellington Management Group’s Portfolio STSA Stock Details STSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,538,192
Closed -$101M – 2332
2013
Q3 		$101M Sell
3,538,192
-2,589,311
-42% -$68.5M 0.03% 491
2013
Q2 		$146M Buy
+6,127,503
New +$135M 0.05% 376

Other funds holding STSA

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group's STSA Position: Q4 2013 in Review

Wellington Management Group sold out of STERLING FINL CORP (WA) COM NEW (STSA) in Q4 2013, closing a stake of 3,538,192 shares — an estimated $101M sold.

Wellington Management Group first reported a position in STSA in Q2 2013 and held it in 2 quarters. The position peaked at $146M in Q2 2013. 132 funds tracked by Wall St. Rank hold STSA as of Q4 2013.

  • Wellington Management Group reported no remaining STERLING FINL CORP (WA) COM NEW position as of Q4 2013 after selling out during the quarter.
  • Wellington Management Group sold 3,538,192 STERLING FINL CORP (WA) COM NEW shares in Q4 2013, an estimated $101M.
  • Wellington Management Group first reported a position in STERLING FINL CORP (WA) COM NEW in Q2 2013 and held it in 2 quarters.
  • Wellington Management Group's STERLING FINL CORP (WA) COM NEW position peaked at $146M in Q2 2013.
  • 132 funds tracked by Wall St. Rank held STERLING FINL CORP (WA) COM NEW as of Q4 2013.

Based on Wellington Management Group's 13F filing for Q4 2013, filed 14 Feb 2014.