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Avantax Planning Partners’s Starwood Property Trust STWD Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-4,531
Closed -$98K – 1075
2018
Q3 		$98K Buy
+4,531
New +$100K 0.01% 352
2018
Q2 		– Sell
-1,103
Closed -$23K – 1312
2018
Q1 		$23K Buy
+1,103
New +$22.8K ﹤0.01% 733

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Morgan Stanley
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Acadian Asset Management
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LSV Asset Management
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Neuberger Berman Group
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Goldman Sachs
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ClearBridge Investments
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State Street
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Avantax Planning Partners's STWD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Starwood Property Trust (STWD) in Q4 2018, closing a stake of 4,531 shares — an estimated $98K sold.

Avantax Planning Partners first reported a position in STWD in Q1 2018 and held it in 2 quarters. The position peaked at $98K in Q3 2018. 419 funds tracked by Wall St. Rank hold STWD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Starwood Property Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,531 Starwood Property Trust shares in Q4 2018, an estimated $98K.
  • Avantax Planning Partners first reported a position in Starwood Property Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Starwood Property Trust position peaked at $98K in Q3 2018.
  • 419 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.