HB
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Homrich & Berg’s Starwood Property Trust STWD Stock Holding History

Homrich & Berg’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
-18,489
Closed -$379K – 271
2015
Q3 		$379K Sell
18,489
-1,591
-8% -$34.5K 0.04% 170
2015
Q2 		$433K Sell
20,080
-10,270
-34% -$243K 0.04% 172
2015
Q1 		$738K Sell
30,350
-998
-3% -$24K 0.07% 108
2014
Q4 		$729K Buy
31,348
+295
+0.9% +$6.78K 0.07% 114
2014
Q3 		$682K Hold
31,053
– – 0.07% 122
2014
Q2 		$738K Buy
31,053
+314
+1% +$7.48K 0.08% 102
2014
Q1 		$725K Sell
30,739
-8,104
-21% -$192K 0.09% 100
2013
Q4 		$868K Sell
38,843
-1,366
-3% -$28.9K 0.12% 75
2013
Q3 		$777K Buy
40,209
+1,207
+3% +$24.3K 0.12% 78
2013
Q2 		$778K Buy
+39,002
New +$833K 0.14% 62

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