AWM
RWT

Aevitas Wealth Management’s Redwood Trust RWT Stock Holding History

Aevitas Wealth Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$15K – 468
2018
Q1 		$15K Hold
1,000
– – 0.02% 288
2017
Q4 		$15K Buy
+1,000
New +$15.5K 0.01% 283

Other funds holding RWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's RWT Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Redwood Trust (RWT) in Q2 2018, closing a stake of 1,000 shares — an estimated $15K sold.

Aevitas Wealth Management first reported a position in RWT in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q1 2018. 150 funds tracked by Wall St. Rank hold RWT as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Redwood Trust position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,000 Redwood Trust shares in Q2 2018, an estimated $15K.
  • Aevitas Wealth Management first reported a position in Redwood Trust in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Redwood Trust position peaked at $15K in Q1 2018.
  • 150 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.