Family Management’s Starwood Property Trust STWD Stock Holding History

Family 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
2015 Q2	–	Sell	-167,160	Closed	-$4.06M	–	103
2015 Q1	$4.06M	Sell	167,160 -10,075	-6%	-$242K	1.87%	26
2014 Q4	$4.12M	Sell	177,235 -10,925	-6%	-$251K	1.87%	23
2014 Q3	$4.13M	Buy	188,160 +35,775	+23%	+$838K	1.88%	23
2014 Q2	$3.62M	Buy	152,385 +49,600	+48%	+$1.18M	1.76%	26
2014 Q1	$2.42M	Buy	+102,785	New	+$2.44M	1.26%	35

Other funds holding STWD

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Family Management's STWD Position: Q2 2015 in Review

Family Management sold out of Starwood Property Trust (STWD) in Q2 2015, closing a stake of 167,160 shares — an estimated $4.06M sold.

Family Management first reported a position in STWD in Q1 2014 and held it in 5 quarters. The position peaked at $4.13M in Q3 2014. 301 funds tracked by Wall St. Rank hold STWD as of Q2 2015.

Family Management reported no remaining Starwood Property Trust position as of Q2 2015 after selling out during the quarter.
Family Management sold 167,160 Starwood Property Trust shares in Q2 2015, an estimated $4.06M.
Family Management first reported a position in Starwood Property Trust in Q1 2014 and held it in 5 quarters.
Family Management's Starwood Property Trust position peaked at $4.13M in Q3 2014.
301 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2015.

Based on Family Management's 13F filing for Q2 2015, filed 14 Aug 2015.