AWM
RWT

Avior Wealth Management’s Redwood Trust RWT Stock Holding History

Avior 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
2016
Q1 		– Sell
-726
Closed -$10K – 505
2015
Q4 		$10K Hold
726
– – 0.01% 318
2015
Q3 		$10K Hold
726
– – 0.01% 283
2015
Q2 		$11K Hold
726
– – 0.01% 260
2015
Q1 		$13K Hold
726
– – 0.01% 236
2014
Q4 		$14K Hold
726
– – 0.01% 212
2014
Q3 		$12K Hold
726
– – 0.01% 225
2014
Q2 		$14K Hold
726
– – 0.01% 220
2014
Q1 		$15K Buy
+726
New +$14.1K 0.01% 209

Other funds holding RWT

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Avior Wealth Management's RWT Position: Q1 2016 in Review

Avior Wealth Management sold out of Redwood Trust (RWT) in Q1 2016, closing a stake of 726 shares — an estimated $10K sold.

Avior Wealth Management first reported a position in RWT in Q1 2014 and held it in 8 quarters. The position peaked at $15K in Q1 2014. 153 funds tracked by Wall St. Rank hold RWT as of Q1 2016.

  • Avior Wealth Management reported no remaining Redwood Trust position as of Q1 2016 after selling out during the quarter.
  • Avior Wealth Management sold 726 Redwood Trust shares in Q1 2016, an estimated $10K.
  • Avior Wealth Management first reported a position in Redwood Trust in Q1 2014 and held it in 8 quarters.
  • Avior Wealth Management's Redwood Trust position peaked at $15K in Q1 2014.
  • 153 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2016.

Based on Avior Wealth Management's 13F filing for Q1 2016, filed 27 Apr 2016.