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

Evercore 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
2013
Q4 		– Sell
-138
Closed -$2K – 979
2013
Q3 		$2K Buy
+138
New +$2.77K ﹤0.01% 967

Other funds holding STWD

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Evercore Wealth Management's STWD Position: Q4 2013 in Review

Evercore Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2013, closing a stake of 138 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in STWD in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 262 funds tracked by Wall St. Rank hold STWD as of Q4 2013.

  • Evercore Wealth Management reported no remaining Starwood Property Trust position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 138 Starwood Property Trust shares in Q4 2013, an estimated $2K.
  • Evercore Wealth Management first reported a position in Starwood Property Trust in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Starwood Property Trust position peaked at $2K in Q3 2013.
  • 262 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.