AG
STWD icon

Advisor Group’s Starwood Property Trust STWD Stock Holding History

Advisor Group’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
2019
Q4 		$2.01M Sell
80,744
-2,999
-4% -$73.4K 0.01% 807
2019
Q3 		$2.03M Sell
83,743
-12,722
-13% -$300K 0.02% 750
2019
Q2 		$2.19M Buy
96,465
+7,460
+8% +$169K 0.02% 719
2019
Q1 		$1.99M Buy
89,005
+12,674
+17% +$276K 0.02% 725
2018
Q4 		$1.5M Buy
76,331
+10,994
+17% +$237K 0.01% 746
2018
Q3 		$1.41M Buy
65,337
+20,142
+45% +$446K 0.01% 806
2018
Q2 		$981K Buy
45,195
+7,501
+20% +$161K 0.01% 870
2018
Q1 		$789K Sell
37,694
-4,369
-10% -$90.3K 0.01% 1008
2017
Q4 		$898K Buy
42,063
+4,224
+11% +$91.5K 0.01% 964
2017
Q3 		$822K Buy
37,839
+1,566
+4% +$34.5K 0.01% 917
2017
Q2 		$812K Buy
36,273
+1,759
+5% +$39.3K 0.01% 864
2017
Q1 		$780K Buy
34,514
+5,455
+19% +$123K 0.02% 833
2016
Q4 		$638K Buy
29,059
+5,107
+21% +$113K 0.01% 866
2016
Q3 		$539K Buy
23,952
+3,663
+18% +$81K 0.01% 939
2016
Q2 		$418K Buy
+20,289
New +$404K 0.01% 1014

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Advisor Group's STWD Position: Q4 2019 in Review

Advisor Group reduced its Starwood Property Trust (STWD) stake by 3.6% in Q4 2019, selling an estimated $73.4K and leaving 80,744 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #807.

Advisor Group first reported a position in STWD in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.19M in Q2 2019. 456 funds tracked by Wall St. Rank hold STWD as of Q4 2019.

  • Advisor Group held 80,744 shares of Starwood Property Trust worth $2.01M as of Q4 2019.
  • Advisor Group sold 2,999 Starwood Property Trust shares in Q4 2019, an estimated $73.4K.
  • Starwood Property Trust made up 0.01% of Advisor Group's portfolio in Q4 2019, its #807 holding.
  • Advisor Group first reported a position in Starwood Property Trust in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Starwood Property Trust position peaked at $2.19M in Q2 2019.
  • 456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.