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Bartlett & Co’s Starwood Property Trust STWD Stock Holding History

Bartlett & Co’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
Q3 		– Sell
-2,150
Closed -$32K – 854
2020
Q2 		$32K Sell
2,150
-85,200
-98% -$1.15M ﹤0.01% 551
2020
Q1 		$895K Buy
+87,350
New +$1.91M 0.03% 199
2019
Q3 		$3.22M Buy
+132,975
New +$3.13M 0.08% 137

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co's STWD Position: Q3 2020 in Review

Bartlett & Co sold out of Starwood Property Trust (STWD) in Q3 2020, closing a stake of 2,150 shares — an estimated $32K sold.

Bartlett & Co first reported a position in STWD in Q3 2019 and held it in 3 quarters. The position peaked at $3.22M in Q3 2019. 380 funds tracked by Wall St. Rank hold STWD as of Q3 2020.

  • Bartlett & Co reported no remaining Starwood Property Trust position as of Q3 2020 after selling out during the quarter.
  • Bartlett & Co sold 2,150 Starwood Property Trust shares in Q3 2020, an estimated $32K.
  • Bartlett & Co first reported a position in Starwood Property Trust in Q3 2019 and held it in 3 quarters.
  • Bartlett & Co's Starwood Property Trust position peaked at $3.22M in Q3 2019.
  • 380 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2020.

Based on Bartlett & Co's 13F filing for Q3 2020, filed 20 Oct 2020.