Geneva Advisors’s Starwood Property Trust STWD Stock Holding History

Geneva 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
2017 Q2	$1.89M	Buy	84,409 +12,605	+18%	+$282K	0.03%	231
2017 Q1	$1.62M	Buy	71,804 +20,229	+39%	+$457K	0.03%	253
2016 Q4	$1.13M	Buy	51,575 +7,093	+16%	+$156K	0.02%	306
2016 Q3	$1M	Buy	44,482 +17,036	+62%	+$377K	0.02%	317
2016 Q2	$569K	Buy	27,446 +4,655	+20%	+$92.8K	0.01%	417
2016 Q1	$431K	Buy	+22,791	New	+$423K	0.01%	463

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geneva Advisors's STWD Position: Q2 2017 in Review

Geneva Advisors increased its Starwood Property Trust (STWD) stake by 18% in Q2 2017, buying an estimated $282K and bringing the position to 84,409 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #231.

Geneva Advisors first reported a position in STWD in Q1 2016 and has held it in 6 quarters since. 342 funds tracked by Wall St. Rank hold STWD as of Q2 2017.

Geneva Advisors held 84,409 shares of Starwood Property Trust worth $1.89M as of Q2 2017.
Geneva Advisors bought 12,605 Starwood Property Trust shares in Q2 2017, an estimated $282K.
Starwood Property Trust made up 0.03% of Geneva Advisors's portfolio in Q2 2017, its #231 holding.
Geneva Advisors first reported a position in Starwood Property Trust in Q1 2016 and has held it in 6 quarters since.
342 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.