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

Elmwood 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
2020 Q2	–	Sell	-525	Closed	-$11K	–	333
2020 Q1	$11K	Buy	+525	New	+$11.5K	0.01%	188
2018 Q4	–	Sell	-125	Closed	-$2.69K	–	308
2018 Q3	$2.69K	Sell	125 -825	-87%	-$18.3K	﹤0.01%	254
2018 Q2	$20.2K	Buy	950 +425	+81%	+$9.15K	0.02%	167
2018 Q1	$11K	Buy	+525	New	+$10.9K	0.01%	188

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Elmwood Wealth Management's STWD Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 525 shares — an estimated $11K sold.

Elmwood Wealth Management first reported a position in STWD in Q1 2018 and held it in 4 quarters. The position peaked at $20.2K in Q2 2018. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

Elmwood Wealth Management reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 525 Starwood Property Trust shares in Q2 2020, an estimated $11K.
Elmwood Wealth Management first reported a position in Starwood Property Trust in Q1 2018 and held it in 4 quarters.
Elmwood Wealth Management's Starwood Property Trust position peaked at $20.2K in Q2 2018.
403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.