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FDx Advisors’s Starwood Property Trust STWD Stock Holding History

FDx 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
Q2 		– Sell
-34,413
Closed -$353K – 622
2020
Q1 		$353K Buy
34,413
+83
+0.2% +$1.82K 0.02% 355
2019
Q4 		$853K Sell
34,330
-1,765
-5% -$43.2K 0.05% 253
2019
Q3 		$874K Sell
36,095
-8,087
-18% -$191K 0.06% 239
2019
Q2 		$1M Buy
44,182
+416
+1% +$9.44K 0.04% 326
2019
Q1 		$978K Sell
43,766
-6,541
-13% -$143K 0.04% 301
2018
Q4 		$992K Sell
50,307
-11,712
-19% -$253K 0.08% 188
2018
Q3 		$1.33M Buy
62,019
+2,008
+3% +$44.5K 0.05% 284
2018
Q2 		$1.3M Sell
60,011
-2,003
-3% -$43.1K 0.05% 314
2018
Q1 		$1.3M Sell
62,014
-6,033
-9% -$125K 0.04% 425
2017
Q4 		$1.45M Sell
68,047
-2,096
-3% -$45.4K 0.04% 436
2017
Q3 		$1.52M Sell
70,143
-2,487
-3% -$54.8K 0.04% 405
2017
Q2 		$1.63M Buy
72,630
+9,406
+15% +$210K 0.05% 371
2017
Q1 		$1.43M Buy
63,224
+23,604
+60% +$533K 0.04% 404
2016
Q4 		$870K Buy
+39,620
New +$874K 0.03% 568
2015
Q2 		– Sell
-8,600
Closed -$208K – 1029
2015
Q1 		$208K Sell
8,600
-1,598
-16% -$38.4K ﹤0.01% 1431
2014
Q4 		$237K Buy
10,198
+475
+5% +$10.9K 0.01% 803
2014
Q3 		$214K Buy
+9,723
New +$228K 0.01% 894

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FDx Advisors's STWD Position: Q2 2020 in Review

FDx Advisors sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 34,413 shares — an estimated $353K sold.

FDx Advisors first reported a position in STWD in Q3 2014 and held it in 17 quarters. The position peaked at $1.63M in Q2 2017. 404 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

  • FDx Advisors reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
  • FDx Advisors sold 34,413 Starwood Property Trust shares in Q2 2020, an estimated $353K.
  • FDx Advisors first reported a position in Starwood Property Trust in Q3 2014 and held it in 17 quarters.
  • FDx Advisors's Starwood Property Trust position peaked at $1.63M in Q2 2017.
  • 404 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on FDx Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.