EP Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

EP Wealth Advisors’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 Q1	–	Sell	-17,902	Closed	-$445K	–	431
2019 Q4	$445K	Buy	+17,902	New	+$438K	0.02%	285

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's STWD Position: Q1 2020 in Review

EP Wealth Advisors sold out of Starwood Property Trust (STWD) in Q1 2020, closing a stake of 17,902 shares — an estimated $445K sold.

EP Wealth Advisors first reported a position in STWD in Q4 2019 and held it in 1 quarter. The position peaked at $445K in Q4 2019. 441 funds tracked by Wall St. Rank hold STWD as of Q1 2020.

EP Wealth Advisors reported no remaining Starwood Property Trust position as of Q1 2020 after selling out during the quarter.
EP Wealth Advisors sold 17,902 Starwood Property Trust shares in Q1 2020, an estimated $445K.
EP Wealth Advisors first reported a position in Starwood Property Trust in Q4 2019 and held it in 1 quarter.
EP Wealth Advisors's Starwood Property Trust position peaked at $445K in Q4 2019.
441 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2020.

Based on EP Wealth Advisors's 13F filing for Q1 2020, filed 18 May 2020.