AIM
STWD icon

ADAR Investment Management’s Starwood Property Trust STWD Stock Holding History

ADAR Investment Management’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
2014
Q3 		$110K Sell
5,000
-5,000
-50% -$117K 2.94% 13
2014
Q2 		$238K Buy
+10,000
New +$238K 7.57% 8

Other funds holding STWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ADAR Investment Management's STWD Position: Q3 2014 in Review

ADAR Investment Management reduced its Starwood Property Trust (STWD) stake by 50% in Q3 2014, selling an estimated $117K and leaving 5,000 shares worth $110K. The position accounts for 2.94% of the portfolio, ranked #13.

ADAR Investment Management first reported a position in STWD in Q2 2014 and has held it in 2 quarters since. The position peaked at $238K in Q2 2014. 276 funds tracked by Wall St. Rank hold STWD as of Q3 2014.

  • ADAR Investment Management held 5,000 shares of Starwood Property Trust worth $110K as of Q3 2014.
  • ADAR Investment Management sold 5,000 Starwood Property Trust shares in Q3 2014, an estimated $117K.
  • Starwood Property Trust made up 2.94% of ADAR Investment Management's portfolio in Q3 2014, its #13 holding.
  • ADAR Investment Management first reported a position in Starwood Property Trust in Q2 2014 and has held it in 2 quarters since.
  • ADAR Investment Management's Starwood Property Trust position peaked at $238K in Q2 2014.
  • 276 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2014.

Based on ADAR Investment Management's 13F filing for Q3 2014, filed 12 Nov 2014.