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

Doyle 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
Q1 		– Sell
-1,000
Closed -$20K – 679
2018
Q4 		$20K Buy
+1,000
New +$21.6K ﹤0.01% 513

Other funds holding STWD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Doyle Wealth Management's STWD Position: Q1 2019 in Review

Doyle Wealth Management sold out of Starwood Property Trust (STWD) in Q1 2019, closing a stake of 1,000 shares — an estimated $20K sold.

Doyle Wealth Management first reported a position in STWD in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 433 funds tracked by Wall St. Rank hold STWD as of Q1 2019.

  • Doyle Wealth Management reported no remaining Starwood Property Trust position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,000 Starwood Property Trust shares in Q1 2019, an estimated $20K.
  • Doyle Wealth Management first reported a position in Starwood Property Trust in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Starwood Property Trust position peaked at $20K in Q4 2018.
  • 433 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.