1776 Wealth’s Starwood Property Trust STWD Stock Holding History

1776 Wealth’s Portfolio STWD Stock Details STWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,000	Closed	-$14K	–	284
2020 Q2	$14K	Hold	1,000	–	–	0.01%	270
2020 Q1	$10K	Buy	+1,000	New	+$21.9K	﹤0.01%	311

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

1776 Wealth's STWD Position: Q3 2020 in Review

1776 Wealth sold out of Starwood Property Trust (STWD) in Q3 2020, closing a stake of 1,000 shares — an estimated $14K sold.

1776 Wealth first reported a position in STWD in Q1 2020 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 380 funds tracked by Wall St. Rank hold STWD as of Q3 2020.

1776 Wealth reported no remaining Starwood Property Trust position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 1,000 Starwood Property Trust shares in Q3 2020, an estimated $14K.
1776 Wealth first reported a position in Starwood Property Trust in Q1 2020 and held it in 2 quarters.
1776 Wealth's Starwood Property Trust position peaked at $14K in Q2 2020.
380 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.