Fidelity Investments
SFR

Fidelity Investments’s Starwood Waypoint Homes SFR Stock Holding History

Fidelity Investments’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-28,672
Closed -$756K – 2838
2014
Q4 		$756K Sell
28,672
-482,165
-94% -$12.5M ﹤0.01% 2583
2014
Q3 		$13.3M Sell
510,837
-787,811
-61% -$21M ﹤0.01% 1915
2014
Q2 		$34M Buy
1,298,648
+169,767
+15% +$4.63M ﹤0.01% 1540
2014
Q1 		$32.5M Buy
+1,128,881
New +$31.8M ﹤0.01% 1532

Other funds holding SFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Fidelity Investments's SFR Position: Q1 2015 in Review

Fidelity Investments sold out of Starwood Waypoint Homes (SFR) in Q1 2015, closing a stake of 28,672 shares — an estimated $756K sold.

Fidelity Investments first reported a position in SFR in Q1 2014 and held it in 4 quarters. The position peaked at $34M in Q2 2014. 141 funds tracked by Wall St. Rank hold SFR as of Q1 2015.

  • Fidelity Investments reported no remaining Starwood Waypoint Homes position as of Q1 2015 after selling out during the quarter.
  • Fidelity Investments sold 28,672 Starwood Waypoint Homes shares in Q1 2015, an estimated $756K.
  • Fidelity Investments first reported a position in Starwood Waypoint Homes in Q1 2014 and held it in 4 quarters.
  • Fidelity Investments's Starwood Waypoint Homes position peaked at $34M in Q2 2014.
  • 141 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q1 2015.

Based on Fidelity Investments's 13F filing for Q1 2015, filed 14 May 2015.