Capital Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Capital Investment Advisors’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
2021 Q4	–	Sell	-8,498	Closed	-$207K	–	611
2021 Q3	$207K	Buy	8,498 +55	+0.7%	+$1.41K	0.01%	537
2021 Q2	$221K	Buy	8,443 +55	+0.7%	+$1.4K	0.01%	519
2021 Q1	$208K	Buy	+8,388	New	+$182K	0.01%	508
2017 Q1	–	Sell	-10,000	Closed	-$220K	–	470
2016 Q4	$220K	Hold	10,000	–	–	0.02%	399
2016 Q3	$225K	Hold	10,000	–	–	0.02%	391
2016 Q2	$207K	Hold	10,000	–	–	0.02%	387
2016 Q1	$189K	Hold	10,000	–	–	0.02%	386
2015 Q4	$206K	Buy	+10,000	New	+$206K	0.02%	382

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Capital Investment Advisors's STWD Position: Q4 2021 in Review

Capital Investment Advisors sold out of Starwood Property Trust (STWD) in Q4 2021, closing a stake of 8,498 shares — an estimated $207K sold.

Capital Investment Advisors first reported a position in STWD in Q4 2015 and held it in 8 quarters. The position peaked at $225K in Q3 2016. 477 funds tracked by Wall St. Rank hold STWD as of Q4 2021.

Capital Investment Advisors reported no remaining Starwood Property Trust position as of Q4 2021 after selling out during the quarter.
Capital Investment Advisors sold 8,498 Starwood Property Trust shares in Q4 2021, an estimated $207K.
Capital Investment Advisors first reported a position in Starwood Property Trust in Q4 2015 and held it in 8 quarters.
Capital Investment Advisors's Starwood Property Trust position peaked at $225K in Q3 2016.
477 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2021.

Based on Capital Investment Advisors's 13F filing for Q4 2021, filed 10 Jan 2022.