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Credential Securities’s Starwood Property Trust STWD Stock Holding History

Credential Securities’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
2017
Q1 		– Sell
-9,385
Closed -$206K – 280
2016
Q4 		$206K Buy
9,385
+114
+1% +$2.51K 0.08% 160
2016
Q3 		$209K Sell
9,271
-819
-8% -$18.1K 0.09% 158
2016
Q2 		$209K Sell
10,090
-6
-0.1% -$120 0.11% 156
2016
Q1 		$191K Sell
10,096
-513
-5% -$9.51K 0.11% 160
2015
Q4 		$218K Sell
10,609
-871
-8% -$17.9K 0.14% 137
2015
Q3 		$236K Sell
11,480
-1,071
-9% -$23.2K 0.16% 125
2015
Q2 		$271K Buy
12,551
+200
+2% +$4.74K 0.17% 123
2015
Q1 		$300K Buy
12,351
+570
+5% +$13.7K 0.19% 118
2014
Q4 		$274K Buy
11,781
+1,338
+13% +$30.8K 0.18% 118
2014
Q3 		$231K Buy
10,443
+533
+5% +$12.5K 0.16% 125
2014
Q2 		$235K Buy
9,910
+661
+7% +$15.7K 0.16% 128
2014
Q1 		$218K Buy
+9,249
New +$220K 0.16% 125

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Credential Securities's STWD Position: Q1 2017 in Review

Credential Securities sold out of Starwood Property Trust (STWD) in Q1 2017, closing a stake of 9,385 shares — an estimated $206K sold.

Credential Securities first reported a position in STWD in Q1 2014 and held it in 12 quarters. The position peaked at $300K in Q1 2015. 340 funds tracked by Wall St. Rank hold STWD as of Q1 2017.

  • Credential Securities reported no remaining Starwood Property Trust position as of Q1 2017 after selling out during the quarter.
  • Credential Securities sold 9,385 Starwood Property Trust shares in Q1 2017, an estimated $206K.
  • Credential Securities first reported a position in Starwood Property Trust in Q1 2014 and held it in 12 quarters.
  • Credential Securities's Starwood Property Trust position peaked at $300K in Q1 2015.
  • 340 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2017.

Based on Credential Securities's 13F filing for Q1 2017, filed 21 Jul 2025.