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Capital Wealth Planning’s Starwood Property Trust STWD Stock Holding History

Capital Wealth Planning’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
-18,375
Closed -$188K – 197
2020
Q1 		$188K Buy
+18,375
New +$403K 0.01% 215
2019
Q4 		– Sell
-17,376
Closed -$426K – 235
2019
Q3 		$426K Buy
17,376
+6,110
+54% +$144K 0.03% 153
2019
Q2 		$256K Buy
+11,266
New +$256K 0.02% 204

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
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

Capital Wealth Planning's STWD Position: Q2 2020 in Review

Capital Wealth Planning sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 18,375 shares — an estimated $188K sold.

Capital Wealth Planning first reported a position in STWD in Q2 2019 and held it in 3 quarters. The position peaked at $426K in Q3 2019. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

  • Capital Wealth Planning reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 18,375 Starwood Property Trust shares in Q2 2020, an estimated $188K.
  • Capital Wealth Planning first reported a position in Starwood Property Trust in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Starwood Property Trust position peaked at $426K in Q3 2019.
  • 403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.