GW
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GW & Wade’s Starwood Property Trust STWD Stock Holding History

GW & Wade’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
Q4 		– Sell
-17,123
Closed -$372K – 236
2017
Q3 		$372K Buy
17,123
+652
+4% +$14.4K 0.05% 173
2017
Q2 		$369K Hold
16,471
– – 0.05% 170
2017
Q1 		$372K Buy
16,471
+1,782
+12% +$40.2K 0.05% 168
2016
Q4 		$322K Hold
14,689
– – 0.05% 167
2016
Q3 		$331K Hold
14,689
– – 0.06% 162
2016
Q2 		$304K Hold
14,689
– – 0.05% 186
2016
Q1 		$278K Hold
14,689
– – 0.05% 174
2015
Q4 		$302K Sell
14,689
-420
-3% -$8.63K 0.06% 158
2015
Q3 		$310K Buy
15,109
+245
+2% +$5.3K 0.07% 158
2015
Q2 		$321K Sell
14,864
-145
-1% -$3.44K 0.06% 183
2015
Q1 		$365K Buy
+15,009
New +$361K 0.07% 171

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GW & Wade's STWD Position: Q4 2017 in Review

GW & Wade sold out of Starwood Property Trust (STWD) in Q4 2017, closing a stake of 17,123 shares — an estimated $372K sold.

GW & Wade first reported a position in STWD in Q1 2015 and held it in 11 quarters. The position peaked at $372K in Q3 2017. 376 funds tracked by Wall St. Rank hold STWD as of Q4 2017.

  • GW & Wade reported no remaining Starwood Property Trust position as of Q4 2017 after selling out during the quarter.
  • GW & Wade sold 17,123 Starwood Property Trust shares in Q4 2017, an estimated $372K.
  • GW & Wade first reported a position in Starwood Property Trust in Q1 2015 and held it in 11 quarters.
  • GW & Wade's Starwood Property Trust position peaked at $372K in Q3 2017.
  • 376 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2017.

Based on GW & Wade's 13F filing for Q4 2017, filed 13 Feb 2018.