AS
RWT

Altshuler Shaham’s Redwood Trust RWT Stock Holding History

Altshuler Shaham’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
2020
Q2 		– Sell
-2,345
Closed -$12K – 534
2020
Q1 		$12K Buy
2,345
+750
+47% +$11.2K ﹤0.01% 281
2019
Q4 		$26K Buy
1,595
+522
+49% +$8.58K ﹤0.01% 245
2019
Q3 		$18K Buy
1,073
+101
+10% +$1.69K ﹤0.01% 248
2019
Q2 		$16K Sell
972
-28
-3% -$453 ﹤0.01% 256
2019
Q1 		$16K Buy
+1,000
New +$15.8K ﹤0.01% 204

Other funds holding RWT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Altshuler Shaham's RWT Position: Q2 2020 in Review

Altshuler Shaham sold out of Redwood Trust (RWT) in Q2 2020, closing a stake of 2,345 shares — an estimated $12K sold.

Altshuler Shaham first reported a position in RWT in Q1 2019 and held it in 5 quarters. The position peaked at $26K in Q4 2019. 190 funds tracked by Wall St. Rank hold RWT as of Q2 2020.

  • Altshuler Shaham reported no remaining Redwood Trust position as of Q2 2020 after selling out during the quarter.
  • Altshuler Shaham sold 2,345 Redwood Trust shares in Q2 2020, an estimated $12K.
  • Altshuler Shaham first reported a position in Redwood Trust in Q1 2019 and held it in 5 quarters.
  • Altshuler Shaham's Redwood Trust position peaked at $26K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2020.

Based on Altshuler Shaham's 13F filing for Q2 2020, filed 13 Aug 2020.