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Badgley, Phelps & Bell’s Starwood Property Trust STWD Stock Holding History

Badgley, Phelps & Bell’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
2020
Q1 		– Sell
-9,000
Closed -$224K – 192
2019
Q4 		$224K Buy
+9,000
New +$220K 0.01% 186

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N
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Badgley, Phelps & Bell's STWD Position: Q1 2020 in Review

Badgley, Phelps & Bell sold out of Starwood Property Trust (STWD) in Q1 2020, closing a stake of 9,000 shares — an estimated $224K sold.

Badgley, Phelps & Bell first reported a position in STWD in Q4 2019 and held it in 1 quarter. The position peaked at $224K in Q4 2019. 441 funds tracked by Wall St. Rank hold STWD as of Q1 2020.

  • Badgley, Phelps & Bell reported no remaining Starwood Property Trust position as of Q1 2020 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 9,000 Starwood Property Trust shares in Q1 2020, an estimated $224K.
  • Badgley, Phelps & Bell first reported a position in Starwood Property Trust in Q4 2019 and held it in 1 quarter.
  • Badgley, Phelps & Bell's Starwood Property Trust position peaked at $224K in Q4 2019.
  • 441 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2020.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2020, filed 6 May 2020.