YWP
STL

YorkBridge Wealth Partners’s Sterling Bancorp STL Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-1,136
Closed -$27K – 888
2018
Q2 		$27K Buy
1,136
+39
+4% +$930 0.01% 459
2018
Q1 		$25K Buy
1,097
+158
+17% +$3.87K 0.01% 477
2017
Q4 		$22K Sell
939
-29
-3% -$718 0.01% 496
2017
Q3 		$24K Buy
968
+14
+1% +$319 0.01% 481
2017
Q2 		$23K Buy
+954
New +$21.8K 0.01% 477

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

YorkBridge Wealth Partners's STL Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Sterling Bancorp (STL) in Q3 2018, closing a stake of 1,136 shares — an estimated $27K sold.

YorkBridge Wealth Partners first reported a position in STL in Q2 2017 and held it in 5 quarters. The position peaked at $27K in Q2 2018. 296 funds tracked by Wall St. Rank hold STL as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Sterling Bancorp position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,136 Sterling Bancorp shares in Q3 2018, an estimated $27K.
  • YorkBridge Wealth Partners first reported a position in Sterling Bancorp in Q2 2017 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Sterling Bancorp position peaked at $27K in Q2 2018.
  • 296 funds tracked by Wall St. Rank held Sterling Bancorp as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.