ACG Wealth’s Starwood Property Trust STWD Stock Holding History

ACG 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
2018 Q2	–	Sell	-13,825	Closed	-$290K	–	316
2018 Q1	$290K	Hold	13,825	–	–	0.04%	235
2017 Q4	$295K	Hold	13,825	–	–	0.04%	249
2017 Q3	$300K	Buy	+13,825	New	+$305K	0.05%	206
2017 Q2	–	Sell	-14,855	Closed	-$335K	–	337
2017 Q1	$335K	Buy	+14,855	New	+$335K	0.06%	200

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACG Wealth's STWD Position: Q2 2018 in Review

ACG Wealth sold out of Starwood Property Trust (STWD) in Q2 2018, closing a stake of 13,825 shares — an estimated $290K sold.

ACG Wealth first reported a position in STWD in Q1 2017 and held it in 4 quarters. The position peaked at $335K in Q1 2017. 399 funds tracked by Wall St. Rank hold STWD as of Q2 2018.

ACG Wealth reported no remaining Starwood Property Trust position as of Q2 2018 after selling out during the quarter.
ACG Wealth sold 13,825 Starwood Property Trust shares in Q2 2018, an estimated $290K.
ACG Wealth first reported a position in Starwood Property Trust in Q1 2017 and held it in 4 quarters.
ACG Wealth's Starwood Property Trust position peaked at $335K in Q1 2017.
399 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2018.

Based on ACG Wealth's 13F filing for Q2 2018, filed 26 Jul 2018.