Bell Rock Capital’s Starwood Property Trust STWD Stock Holding History

Bell Rock Capital’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	-1,216	Closed	-$30K	–	273
2019 Q4	$30K	Hold	1,216	–	–	0.03%	254
2019 Q3	$29K	Hold	1,216	–	–	0.03%	241
2019 Q2	$27K	Hold	1,216	–	–	0.02%	245
2019 Q1	$27K	Hold	1,216	–	–	0.02%	275
2018 Q4	$23K	Hold	1,216	–	–	0.02%	288
2018 Q3	$26K	Hold	1,216	–	–	0.01%	290
2018 Q2	$26K	Hold	1,216	–	–	0.01%	300
2018 Q1	$25K	Hold	1,216	–	–	0.01%	301
2017 Q4	$26K	Hold	1,216	–	–	0.01%	291
2017 Q3	$26K	Hold	1,216	–	–	0.01%	280
2017 Q2	$27K	Hold	1,216	–	–	0.02%	267
2017 Q1	$27K	Hold	1,216	–	–	0.03%	228
2016 Q4	$27K	Buy	+1,216	New	+$26.8K	0.03%	220

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bell Rock Capital's STWD Position: Q1 2020 in Review

Bell Rock Capital sold out of Starwood Property Trust (STWD) in Q1 2020, closing a stake of 1,216 shares — an estimated $30K sold.

Bell Rock Capital first reported a position in STWD in Q4 2016 and held it in 13 quarters. The position peaked at $30K in Q4 2019. 441 funds tracked by Wall St. Rank hold STWD as of Q1 2020.

Bell Rock Capital reported no remaining Starwood Property Trust position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 1,216 Starwood Property Trust shares in Q1 2020, an estimated $30K.
Bell Rock Capital first reported a position in Starwood Property Trust in Q4 2016 and held it in 13 quarters.
Bell Rock Capital's Starwood Property Trust position peaked at $30K in Q4 2019.
441 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.