Advisors Asset Management’s Starwood Waypoint Homes SFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-10,436
Closed -$380K 1559
2017
Q3
$380K Sell
10,436
-740
-7% -$26.4K 0.01% 1134
2017
Q2
$383K Sell
11,176
-706
-6% -$24.3K 0.01% 1160
2017
Q1
$403K Buy
11,882
+2,237
+23% +$71.1K 0.01% 1163
2016
Q4
$278K Buy
9,645
+4,390
+84% +$128K ﹤0.01% 1304
2016
Q3
$151K Buy
+5,255
New +$164K ﹤0.01% 1414
2015
Q1
Sell
-1,902
Closed -$50K 1842
2014
Q4
$50K Sell
1,902
-436
-19% -$11.3K ﹤0.01% 1685
2014
Q3
$61K Sell
2,338
-1,550
-40% -$41.3K ﹤0.01% 1583
2014
Q2
$102K Sell
3,888
-857
-18% -$23.4K ﹤0.01% 1460
2014
Q1
$137K Buy
+4,745
New +$134K ﹤0.01% 1355

Advisors Asset Management's SFR Position: Q4 2017 in Review

Advisors Asset Management sold out of Starwood Waypoint Homes (SFR) in Q4 2017, closing a stake of 10,436 shares — an estimated $380K sold.

Advisors Asset Management first reported a position in SFR in Q1 2014 and held it in 9 quarters. The position peaked at $403K in Q1 2017. 1 fund tracked by Wall St. Rank holds SFR as of Q4 2017.

  • Advisors Asset Management reported no remaining Starwood Waypoint Homes position as of Q4 2017 after selling out during the quarter.
  • Advisors Asset Management sold 10,436 Starwood Waypoint Homes shares in Q4 2017, an estimated $380K.
  • Advisors Asset Management first reported a position in Starwood Waypoint Homes in Q1 2014 and held it in 9 quarters.
  • Advisors Asset Management's Starwood Waypoint Homes position peaked at $403K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Starwood Waypoint Homes as of Q4 2017.

Based on Advisors Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.