BCA
RWT

Berman Capital Advisors’s Redwood Trust RWT Stock Holding History

Berman Capital Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-649
Closed -$3K – 1788
2020
Q1 		$3K Buy
649
+58
+10% +$863 ﹤0.01% 1062
2019
Q4 		$9K Buy
591
+3
+0.5% +$49 ﹤0.01% 786
2019
Q3 		$9K Buy
588
+2
+0.3% +$33 ﹤0.01% 754
2019
Q2 		$9K Buy
586
+2
+0.3% +$32 ﹤0.01% 780
2019
Q1 		$9K Buy
+584
New +$9.23K ﹤0.01% 703

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's RWT Position: Q2 2020 in Review

Berman Capital Advisors sold out of Redwood Trust (RWT) in Q2 2020, closing a stake of 649 shares — an estimated $3K sold.

Berman Capital Advisors first reported a position in RWT in Q1 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 190 funds tracked by Wall St. Rank hold RWT as of Q2 2020.

  • Berman Capital Advisors reported no remaining Redwood Trust position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 649 Redwood Trust shares in Q2 2020, an estimated $3K.
  • Berman Capital Advisors first reported a position in Redwood Trust in Q1 2019 and held it in 5 quarters.
  • Berman Capital Advisors's Redwood Trust position peaked at $9K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.