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Destination Wealth Management’s Starwood Property Trust STWD Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-2,787
Closed -$63K – 452
2019
Q2 		$63K Buy
2,787
+130
+5% +$2.95K ﹤0.01% 246
2019
Q1 		$59K Hold
2,657
– – ﹤0.01% 242
2018
Q4 		$52K Hold
2,657
– – ﹤0.01% 251
2018
Q3 		$57K Hold
2,657
– – ﹤0.01% 268
2018
Q2 		$58K Buy
2,657
+2,309
+664% +$49.7K ﹤0.01% 245
2018
Q1 		$38K Buy
+348
New +$7.2K ﹤0.01% 286

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Destination Wealth Management's STWD Position: Q3 2019 in Review

Destination Wealth Management sold out of Starwood Property Trust (STWD) in Q3 2019, closing a stake of 2,787 shares — an estimated $63K sold.

Destination Wealth Management first reported a position in STWD in Q1 2018 and held it in 6 quarters. The position peaked at $63K in Q2 2019. 430 funds tracked by Wall St. Rank hold STWD as of Q3 2019.

  • Destination Wealth Management reported no remaining Starwood Property Trust position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 2,787 Starwood Property Trust shares in Q3 2019, an estimated $63K.
  • Destination Wealth Management first reported a position in Starwood Property Trust in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's Starwood Property Trust position peaked at $63K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.