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

Advantage 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
2018
Q4 		– Sell
-450
Closed -$10K – 1074
2018
Q3 		$10K Hold
450
– – 0.01% 719
2018
Q2 		$10K Hold
450
– – 0.01% 651
2018
Q1 		$9K Hold
450
– – ﹤0.01% 695
2017
Q4 		$10K Hold
450
– – ﹤0.01% 697
2017
Q3 		$10K Sell
450
-500
-53% -$11K ﹤0.01% 696
2017
Q2 		$21K Hold
950
– – 0.01% 555
2017
Q1 		$21K Buy
950
+500
+111% +$11.3K 0.01% 540
2016
Q4 		$10K Buy
+450
New +$9.93K ﹤0.01% 638
2015
Q1 		– Sell
-238
Closed -$6K – 887
2014
Q4 		$6K Buy
+238
New +$5.47K ﹤0.01% 601

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advantage Investment Management's STWD Position: Q4 2018 in Review

Advantage Investment Management sold out of Starwood Property Trust (STWD) in Q4 2018, closing a stake of 450 shares — an estimated $10K sold.

Advantage Investment Management first reported a position in STWD in Q4 2014 and held it in 9 quarters. The position peaked at $21K in Q2 2017. 420 funds tracked by Wall St. Rank hold STWD as of Q4 2018.

  • Advantage Investment Management reported no remaining Starwood Property Trust position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 450 Starwood Property Trust shares in Q4 2018, an estimated $10K.
  • Advantage Investment Management first reported a position in Starwood Property Trust in Q4 2014 and held it in 9 quarters.
  • Advantage Investment Management's Starwood Property Trust position peaked at $21K in Q2 2017.
  • 420 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.