BFIM
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Beese Fulmer Investment Management’s Starwood Property Trust STWD Stock Holding History

Beese Fulmer Investment Management’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
-515
Closed -$8K – 495
2020
Q2 		$8K Buy
+515
New +$6.93K ﹤0.01% 497

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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

Beese Fulmer Investment Management's STWD Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Starwood Property Trust (STWD) in Q3 2020, closing a stake of 515 shares — an estimated $8K sold.

Beese Fulmer Investment Management first reported a position in STWD in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 380 funds tracked by Wall St. Rank hold STWD as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Starwood Property Trust position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 515 Starwood Property Trust shares in Q3 2020, an estimated $8K.
  • Beese Fulmer Investment Management first reported a position in Starwood Property Trust in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Starwood Property Trust position peaked at $8K in Q2 2020.
  • 380 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.