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Founders Financial Securities’s Starwood Property Trust STWD Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-10,068
Closed -$221K – 109
2016
Q4 		$221K Buy
10,068
+94
+0.9% +$2.07K 0.09% 74
2016
Q3 		$225K Sell
9,974
-5,803
-37% -$128K 0.1% 74
2016
Q2 		$327K Sell
15,777
-282
-2% -$5.62K 0.15% 66
2016
Q1 		$304K Buy
16,059
+4,476
+39% +$83K 0.14% 57
2015
Q4 		$238K Sell
11,583
-430
-4% -$8.84K 0.11% 59
2015
Q3 		$247K Buy
+12,013
New +$260K 0.12% 56

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Financial Securities's STWD Position: Q1 2017 in Review

Founders Financial Securities sold out of Starwood Property Trust (STWD) in Q1 2017, closing a stake of 10,068 shares — an estimated $221K sold.

Founders Financial Securities first reported a position in STWD in Q3 2015 and held it in 6 quarters. The position peaked at $327K in Q2 2016. 340 funds tracked by Wall St. Rank hold STWD as of Q1 2017.

  • Founders Financial Securities reported no remaining Starwood Property Trust position as of Q1 2017 after selling out during the quarter.
  • Founders Financial Securities sold 10,068 Starwood Property Trust shares in Q1 2017, an estimated $221K.
  • Founders Financial Securities first reported a position in Starwood Property Trust in Q3 2015 and held it in 6 quarters.
  • Founders Financial Securities's Starwood Property Trust position peaked at $327K in Q2 2016.
  • 340 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2017.

Based on Founders Financial Securities's 13F filing for Q1 2017, filed 25 Apr 2017.