EWM
STWD icon

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

Edge 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
-3,050
Closed -$69K – 633
2019
Q2 		$69K Sell
3,050
-600
-16% -$13.6K 0.02% 228
2019
Q1 		$82K Hold
3,650
– – 0.02% 199
2018
Q4 		$72K Sell
3,650
-4,700
-56% -$101K 0.02% 215
2018
Q3 		$180K Buy
8,350
+8,000
+2,286% +$177K 0.04% 151
2018
Q2 		$8K Sell
350
-700
-67% -$15.1K ﹤0.01% 454
2018
Q1 		$22K Sell
1,050
-475
-31% -$9.82K 0.01% 303
2017
Q4 		$32K Hold
1,525
– – 0.01% 265
2017
Q3 		$33K Hold
1,525
– – 0.01% 255
2017
Q2 		$34K Sell
1,525
-475
-24% -$10.6K 0.01% 250
2017
Q1 		$45K Hold
2,000
– – 0.02% 215
2016
Q4 		$44K Buy
+2,000
New +$44.1K 0.02% 201
2016
Q1 		– Sell
-5,405
Closed -$112K – 488
2015
Q4 		$112K Sell
5,405
-3,345
-38% -$68.8K 0.04% 133
2015
Q3 		$177K Sell
8,750
-1,250
-13% -$27.1K 0.07% 105
2015
Q2 		$216K Buy
10,000
+7,000
+233% +$166K 0.07% 102
2015
Q1 		$73K Buy
+3,000
New +$72.1K 0.02% 161
2014
Q1 		– Sell
-496
Closed -$11K – 430
2013
Q4 		$11K Hold
496
– – 0.01% 263
2013
Q3 		$10K Hold
496
– – 0.01% 242
2013
Q2 		$10K Buy
+496
New +$10.6K 0.01% 236

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Edge Wealth Management sold out of Starwood Property Trust (STWD) in Q3 2019, closing a stake of 3,050 shares — an estimated $69K sold.

Edge Wealth Management first reported a position in STWD in Q2 2013 and held it in 18 quarters. The position peaked at $216K in Q2 2015. 431 funds tracked by Wall St. Rank hold STWD as of Q3 2019.

  • Edge Wealth Management reported no remaining Starwood Property Trust position as of Q3 2019 after selling out during the quarter.
  • Edge Wealth Management sold 3,050 Starwood Property Trust shares in Q3 2019, an estimated $69K.
  • Edge Wealth Management first reported a position in Starwood Property Trust in Q2 2013 and held it in 18 quarters.
  • Edge Wealth Management's Starwood Property Trust position peaked at $216K in Q2 2015.
  • 431 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.