WIM
STL

Westside Investment Management’s Sterling Bancorp STL Stock Holding History

Westside Investment 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
2018
Q4 		– Sell
-632
Closed -$13.7K – 850
2018
Q3 		$13.7K Hold
632
– – ﹤0.01% 432
2018
Q2 		$15.1K Hold
632
– – 0.01% 464
2018
Q1 		$13.8K Buy
632
+202
+47% +$4.95K 0.01% 461
2017
Q4 		$10.8K Buy
+430
New +$10.7K 0.01% 550

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Westside Investment Management's STL Position: Q4 2018 in Review

Westside Investment Management sold out of Sterling Bancorp (STL) in Q4 2018, closing a stake of 632 shares — an estimated $13.7K sold.

Westside Investment Management first reported a position in STL in Q4 2017 and held it in 4 quarters. The position peaked at $15.1K in Q2 2018. 283 funds tracked by Wall St. Rank hold STL as of Q4 2018.

  • Westside Investment Management reported no remaining Sterling Bancorp position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 632 Sterling Bancorp shares in Q4 2018, an estimated $13.7K.
  • Westside Investment Management first reported a position in Sterling Bancorp in Q4 2017 and held it in 4 quarters.
  • Westside Investment Management's Sterling Bancorp position peaked at $15.1K in Q2 2018.
  • 283 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.