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FormulaFolio Investments’s Starwood Property Trust STWD Stock Holding History

FormulaFolio Investments’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
2017
Q2 		– Sell
-11,221
Closed -$253K – 246
2017
Q1 		$253K Buy
+11,221
New +$253K 0.03% 183

Other funds holding STWD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's STWD Position: Q2 2017 in Review

FormulaFolio Investments sold out of Starwood Property Trust (STWD) in Q2 2017, closing a stake of 11,221 shares — an estimated $253K sold.

FormulaFolio Investments first reported a position in STWD in Q1 2017 and held it in 1 quarter. The position peaked at $253K in Q1 2017. 342 funds tracked by Wall St. Rank hold STWD as of Q2 2017.

  • FormulaFolio Investments reported no remaining Starwood Property Trust position as of Q2 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 11,221 Starwood Property Trust shares in Q2 2017, an estimated $253K.
  • FormulaFolio Investments first reported a position in Starwood Property Trust in Q1 2017 and held it in 1 quarter.
  • FormulaFolio Investments's Starwood Property Trust position peaked at $253K in Q1 2017.
  • 342 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2017.

Based on FormulaFolio Investments's 13F filing for Q2 2017, filed 11 Aug 2017.