Envestnet Asset Management’s Starwood Waypoint Homes SFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-39,702
Closed -$1.45M 3080
2017
Q3
$1.45M Buy
+39,702
New +$1.42M ﹤0.01% 1032
2017
Q2
Sell
-40,610
Closed -$1.38M 3201
2017
Q1
$1.38M Buy
40,610
+8,455
+26% +$269K ﹤0.01% 1083
2016
Q4
$926K Buy
32,155
+28,512
+783% +$829K ﹤0.01% 1217
2016
Q3
$105K Buy
3,643
+1,275
+54% +$39.9K ﹤0.01% 2290
2016
Q2
$72K Buy
+2,368
New +$63K ﹤0.01% 2584
2014
Q4
Sell
-60
Closed -$2K 2849
2014
Q3
$2K Hold
60
﹤0.01% 2564
2014
Q2
$2K Sell
60
-43
-42% -$1.17K ﹤0.01% 2543
2014
Q1
$3K Buy
+103
New +$2.9K ﹤0.01% 2249

Envestnet Asset Management's SFR Position: Q4 2017 in Review

Envestnet Asset Management sold out of Starwood Waypoint Homes (SFR) in Q4 2017, closing a stake of 39,702 shares — an estimated $1.45M sold.

Envestnet Asset Management first reported a position in SFR in Q1 2014 and held it in 8 quarters. The position peaked at $1.45M in Q3 2017. 1 fund tracked by Wall St. Rank holds SFR as of Q4 2017.

  • Envestnet Asset Management reported no remaining Starwood Waypoint Homes position as of Q4 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 39,702 Starwood Waypoint Homes shares in Q4 2017, an estimated $1.45M.
  • Envestnet Asset Management first reported a position in Starwood Waypoint Homes in Q1 2014 and held it in 8 quarters.
  • Envestnet Asset Management's Starwood Waypoint Homes position peaked at $1.45M in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Starwood Waypoint Homes as of Q4 2017.

Based on Envestnet Asset Management's 13F filing for Q4 2017, filed 20 Feb 2018.