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Beacon Financial Group’s Starwood Property Trust STWD Stock Holding History

Beacon Financial Group’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
2015
Q1 		– Sell
-12,257
Closed -$285K – 183
2014
Q4 		$285K Sell
12,257
-8,194
-40% -$188K 0.06% 146
2014
Q3 		$452K Buy
20,451
+591
+3% +$13.9K 0.1% 126
2014
Q2 		$468K Sell
19,860
-4,486
-18% -$107K 0.1% 121
2014
Q1 		$568K Buy
+24,346
New +$578K 0.12% 112

Other funds holding STWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Beacon Financial Group's STWD Position: Q1 2015 in Review

Beacon Financial Group sold out of Starwood Property Trust (STWD) in Q1 2015, closing a stake of 12,257 shares — an estimated $285K sold.

Beacon Financial Group first reported a position in STWD in Q1 2014 and held it in 4 quarters. The position peaked at $568K in Q1 2014. 288 funds tracked by Wall St. Rank hold STWD as of Q1 2015.

  • Beacon Financial Group reported no remaining Starwood Property Trust position as of Q1 2015 after selling out during the quarter.
  • Beacon Financial Group sold 12,257 Starwood Property Trust shares in Q1 2015, an estimated $285K.
  • Beacon Financial Group first reported a position in Starwood Property Trust in Q1 2014 and held it in 4 quarters.
  • Beacon Financial Group's Starwood Property Trust position peaked at $568K in Q1 2014.
  • 288 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2015.

Based on Beacon Financial Group's 13F filing for Q1 2015, filed 2 Apr 2015.