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BerganKDV Wealth Management’s Starwood Property Trust STWD Stock Holding History

BerganKDV Wealth 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
Q2 		– Sell
-98
Closed -$1K – 1084
2020
Q1 		$1K Hold
98
– – ﹤0.01% 880
2019
Q4 		$2K Buy
+98
New +$2.4K ﹤0.01% 800

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BerganKDV Wealth Management's STWD Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 98 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in STWD in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 98 Starwood Property Trust shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Starwood Property Trust in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Starwood Property Trust position peaked at $2K in Q4 2019.
  • 403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.