DIA
SFR

Davidson Investment Advisors’s Starwood Waypoint Homes SFR Stock Holding History

Davidson Investment Advisors’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,235
Closed -$179K – 202
2017
Q2 		$179K Sell
5,235
-206,773
-98% -$7.13M 0.03% 101
2017
Q1 		$7.2M Buy
212,008
+10,779
+5% +$343K 0.93% 41
2016
Q4 		$5.79M Buy
201,229
+13,344
+7% +$388K 0.83% 50
2016
Q3 		$5.39M Buy
187,885
+6,501
+4% +$203K 0.82% 55
2016
Q2 		$5.51M Buy
181,384
+7,194
+4% +$191K 0.92% 48
2016
Q1 		$4.31M Buy
174,190
+12,597
+8% +$282K 0.73% 71
2015
Q4 		$3.66M Buy
161,593
+1,845
+1% +$43.8K 0.61% 68
2015
Q3 		$3.81M Sell
159,748
-22,452
-12% -$550K 0.69% 61
2015
Q2 		$4.33M Sell
182,200
-84
-0% -$2.15K 0.65% 64
2015
Q1 		$4.71M Buy
182,284
+69,473
+62% +$1.75M 0.7% 63
2014
Q4 		$2.97M Buy
112,811
+962
+0.9% +$24.9K 0.45% 77
2014
Q3 		$2.91M Buy
111,849
+46,324
+71% +$1.24M 0.23% 105
2014
Q2 		$1.71M Sell
65,525
-624
-0.9% -$17K 0.25% 95
2014
Q1 		$1.9M Buy
+66,149
New +$1.86M 0.29% 95

Other funds holding SFR

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Davidson Investment Advisors's SFR Position: Q3 2017 in Review

Davidson Investment Advisors sold out of Starwood Waypoint Homes (SFR) in Q3 2017, closing a stake of 5,235 shares — an estimated $179K sold.

Davidson Investment Advisors first reported a position in SFR in Q1 2014 and held it in 14 quarters. The position peaked at $7.2M in Q1 2017. 218 funds tracked by Wall St. Rank hold SFR as of Q3 2017.

  • Davidson Investment Advisors reported no remaining Starwood Waypoint Homes position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 5,235 Starwood Waypoint Homes shares in Q3 2017, an estimated $179K.
  • Davidson Investment Advisors first reported a position in Starwood Waypoint Homes in Q1 2014 and held it in 14 quarters.
  • Davidson Investment Advisors's Starwood Waypoint Homes position peaked at $7.2M in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.