Fiduciary Financial Services of The Southwest’s Starwood Property Trust STWD Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019 Q4	$6.76M	Buy	272,106 +11,854	+5%	+$290K	1.77%	18
2019 Q3	$6.3M	Buy	260,252 +15,260	+6%	+$360K	1.68%	17
2019 Q2	$5.57M	Buy	244,992 +14,311	+6%	+$325K	1.58%	22
2019 Q1	$5.16M	Buy	230,681 +9,119	+4%	+$199K	1.5%	23
2018 Q4	$4.37M	Buy	221,562 +6,152	+3%	+$133K	1.38%	23
2018 Q3	$4.64M	Buy	215,410 +2,353	+1%	+$52.1K	1.29%	26
2018 Q2	$4.63M	Buy	213,057 +547	+0.3%	+$11.8K	1.4%	23
2018 Q1	$4.45M	Buy	212,510 +21,002	+11%	+$434K	1.36%	25
2017 Q4	$4.09M	Buy	191,508 +13,309	+7%	+$288K	1.2%	29
2017 Q3	$3.87M	Buy	178,199 +3,058	+2%	+$67.4K	1.16%	32
2017 Q2	$3.92M	Buy	175,141 +4,521	+3%	+$101K	1.21%	30
2017 Q1	$3.85M	Buy	170,620 +1,490	+0.9%	+$33.6K	1.23%	30
2016 Q4	$3.71M	Buy	169,130 +17,373	+11%	+$383K	1.22%	30
2016 Q3	$3.42M	Buy	151,757 +28,231	+23%	+$624K	1.1%	31
2016 Q2	$2.56M	Buy	123,526 +51,060	+70%	+$1.02M	0.82%	37
2016 Q1	$1.37M	Buy	72,466 +32,916	+83%	+$610K	0.49%	64
2015 Q4	$813K	Buy	39,550 +19,705	+99%	+$405K	0.29%	91
2015 Q3	$407K	Buy	+19,845	New	+$430K	0.14%	120

Other funds holding STWD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's STWD Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its Starwood Property Trust (STWD) stake by 4.6% in Q4 2019, buying an estimated $290K and bringing the position to 272,106 shares worth $6.76M. The position accounts for 1.77% of the portfolio, ranked #18.

Fiduciary Financial Services of The Southwest first reported a position in STWD in Q3 2015 and has held it in 18 quarters since. 457 funds tracked by Wall St. Rank hold STWD as of Q4 2019.

Fiduciary Financial Services of The Southwest held 272,106 shares of Starwood Property Trust worth $6.76M as of Q4 2019.
Fiduciary Financial Services of The Southwest bought 11,854 Starwood Property Trust shares in Q4 2019, an estimated $290K.
Starwood Property Trust made up 1.77% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #18 holding.
Fiduciary Financial Services of The Southwest first reported a position in Starwood Property Trust in Q3 2015 and has held it in 18 quarters since.
457 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.