WI
STL

WHV Investments’s Sterling Bancorp STL Stock Holding History

WHV Investments’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
2013
Q4 		– Sell
-20,550
Closed -$224K – 256
2013
Q3 		$224K Buy
20,550
+100
+0.5% +$1.06K ﹤0.01% 226
2013
Q2 		$191K Buy
+20,450
New +$187K ﹤0.01% 251

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

WHV Investments's STL Position: Q4 2013 in Review

WHV Investments sold out of Sterling Bancorp (STL) in Q4 2013, closing a stake of 20,550 shares — an estimated $224K sold.

WHV Investments first reported a position in STL in Q2 2013 and held it in 2 quarters. The position peaked at $224K in Q3 2013. 127 funds tracked by Wall St. Rank hold STL as of Q4 2013.

  • WHV Investments reported no remaining Sterling Bancorp position as of Q4 2013 after selling out during the quarter.
  • WHV Investments sold 20,550 Sterling Bancorp shares in Q4 2013, an estimated $224K.
  • WHV Investments first reported a position in Sterling Bancorp in Q2 2013 and held it in 2 quarters.
  • WHV Investments's Sterling Bancorp position peaked at $224K in Q3 2013.
  • 127 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2013.

Based on WHV Investments's 13F filing for Q4 2013, filed 14 Feb 2014.