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Hillsdale Investment Management’s Starwood Property Trust STWD Stock Holding History

Hillsdale Investment 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
2015
Q4 		– Sell
-15,500
Closed -$318K – 586
2015
Q3 		$318K Sell
15,500
-4,000
-21% -$86.6K 0.11% 191
2015
Q2 		$421K Buy
+19,500
New +$462K 0.13% 146
2014
Q1 		– Sell
-5,643
Closed -$126K – 576
2013
Q4 		$126K Buy
+5,643
New +$119K 0.04% 355

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hillsdale Investment Management's STWD Position: Q4 2015 in Review

Hillsdale Investment Management sold out of Starwood Property Trust (STWD) in Q4 2015, closing a stake of 15,500 shares — an estimated $318K sold.

Hillsdale Investment Management first reported a position in STWD in Q4 2013 and held it in 3 quarters. The position peaked at $421K in Q2 2015. 318 funds tracked by Wall St. Rank hold STWD as of Q4 2015.

  • Hillsdale Investment Management reported no remaining Starwood Property Trust position as of Q4 2015 after selling out during the quarter.
  • Hillsdale Investment Management sold 15,500 Starwood Property Trust shares in Q4 2015, an estimated $318K.
  • Hillsdale Investment Management first reported a position in Starwood Property Trust in Q4 2013 and held it in 3 quarters.
  • Hillsdale Investment Management's Starwood Property Trust position peaked at $421K in Q2 2015.
  • 318 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2015.

Based on Hillsdale Investment Management's 13F filing for Q4 2015, filed 4 Feb 2016.