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HighPoint Advisor Group’s Starwood Property Trust STWD Stock Holding History

HighPoint Advisor Group’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
2019
Q4 		– Sell
-4,876
Closed -$118K – 464
2019
Q3 		$118K Sell
4,876
-177
-4% -$4.17K 0.03% 433
2019
Q2 		$116K Buy
+5,053
New +$115K 0.03% 423
2015
Q3 		– Sell
-10,584
Closed -$228K – 143
2015
Q2 		$228K Buy
10,584
+222
+2% +$5.26K 0.35% 65
2015
Q1 		$247K Buy
+10,362
New +$249K 0.38% 61

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HighPoint Advisor Group's STWD Position: Q4 2019 in Review

HighPoint Advisor Group sold out of Starwood Property Trust (STWD) in Q4 2019, closing a stake of 4,876 shares — an estimated $118K sold.

HighPoint Advisor Group first reported a position in STWD in Q1 2015 and held it in 4 quarters. The position peaked at $247K in Q1 2015. 457 funds tracked by Wall St. Rank hold STWD as of Q4 2019.

  • HighPoint Advisor Group reported no remaining Starwood Property Trust position as of Q4 2019 after selling out during the quarter.
  • HighPoint Advisor Group sold 4,876 Starwood Property Trust shares in Q4 2019, an estimated $118K.
  • HighPoint Advisor Group first reported a position in Starwood Property Trust in Q1 2015 and held it in 4 quarters.
  • HighPoint Advisor Group's Starwood Property Trust position peaked at $247K in Q1 2015.
  • 457 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2019.

Based on HighPoint Advisor Group's 13F filing for Q4 2019, filed 13 Feb 2020.