Apriem Advisors’s Starwood Property Trust STWD Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-500	Closed	-$11K	–	347
2018 Q2	$11K	Buy	+500	New	+$10.8K	﹤0.01%	416
2017 Q1	–	Sell	-1,448	Closed	-$32K	–	721
2016 Q4	$32K	Buy	+1,448	New	+$31.9K	0.01%	282
2016 Q1	–	Sell	-245	Closed	-$5K	–	616
2015 Q4	$5K	Buy	+245	New	+$5.04K	﹤0.01%	439

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apriem Advisors's STWD Position: Q3 2018 in Review

Apriem Advisors sold out of Starwood Property Trust (STWD) in Q3 2018, closing a stake of 500 shares — an estimated $11K sold.

Apriem Advisors first reported a position in STWD in Q4 2015 and held it in 3 quarters. The position peaked at $32K in Q4 2016. 397 funds tracked by Wall St. Rank hold STWD as of Q3 2018.

Apriem Advisors reported no remaining Starwood Property Trust position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 500 Starwood Property Trust shares in Q3 2018, an estimated $11K.
Apriem Advisors first reported a position in Starwood Property Trust in Q4 2015 and held it in 3 quarters.
Apriem Advisors's Starwood Property Trust position peaked at $32K in Q4 2016.
397 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.