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Gupta Wealth Management’s Starwood Property Trust STWD Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-345
Closed -$7K – 1270
2015
Q4 		$7K Buy
+345
New +$7.09K ﹤0.01% 971

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's STWD Position: Q1 2016 in Review

Gupta Wealth Management sold out of Starwood Property Trust (STWD) in Q1 2016, closing a stake of 345 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in STWD in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 305 funds tracked by Wall St. Rank hold STWD as of Q1 2016.

  • Gupta Wealth Management reported no remaining Starwood Property Trust position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 345 Starwood Property Trust shares in Q1 2016, an estimated $7K.
  • Gupta Wealth Management first reported a position in Starwood Property Trust in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Starwood Property Trust position peaked at $7K in Q4 2015.
  • 305 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.