AF
SFR

Allworth Financial’s Starwood Waypoint Homes SFR Stock Holding History

Allworth Financial’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8
Closed – – 858
2017
Q1 		$0 Buy
+8
New +$254 ﹤0.01% 858
2016
Q3 		– Sell
-10
Closed – – 767
2016
Q2 		$0 Hold
10
– – ﹤0.01% 708
2016
Q1 		$0 Buy
+10
New +$224 ﹤0.01% 698
2015
Q4 		– Sell
-10
Closed – – 697
2015
Q3 		$0 Hold
10
– – ﹤0.01% 666
2015
Q2 		$0 Hold
10
– – ﹤0.01% 651
2015
Q1 		$0 Buy
+10
New +$253 ﹤0.01% 635

Other funds holding SFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allworth Financial's SFR Position: Q2 2017 in Review

Allworth Financial sold out of Starwood Waypoint Homes (SFR) in Q2 2017, closing a stake of 8 shares.

Allworth Financial first reported a position in SFR in Q1 2015 and held it in 6 quarters. The position peaked at $0 in Q1 2017. 198 funds tracked by Wall St. Rank hold SFR as of Q2 2017.

  • Allworth Financial reported no remaining Starwood Waypoint Homes position as of Q2 2017 after selling out during the quarter.
  • Allworth Financial sold 8 Starwood Waypoint Homes shares in Q2 2017.
  • Allworth Financial first reported a position in Starwood Waypoint Homes in Q1 2015 and held it in 6 quarters.
  • Allworth Financial's Starwood Waypoint Homes position peaked at $0 in Q1 2017.
  • 198 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q2 2017.

Based on Allworth Financial's 13F filing for Q2 2017, filed 7 Aug 2017.