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Horizon Investments’s Starwood Property Trust STWD Stock Holding History

Horizon Investments’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
Q1 		– Sell
-10,235
Closed -$225K – 197
2016
Q4 		$225K Buy
10,235
+83
+0.8% +$1.83K 0.02% 150
2016
Q3 		$229K Sell
10,152
-5,753
-36% -$127K 0.02% 102
2016
Q2 		$330K Sell
15,905
-233
-1% -$4.64K 0.02% 96
2016
Q1 		$305K Buy
16,138
+4,448
+38% +$82.5K 0.02% 84
2015
Q4 		$240K Sell
11,690
-513
-4% -$10.5K 0.02% 79
2015
Q3 		$250K Buy
+12,203
New +$264K 0.02% 74

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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments's STWD Position: Q1 2017 in Review

Horizon Investments sold out of Starwood Property Trust (STWD) in Q1 2017, closing a stake of 10,235 shares — an estimated $225K sold.

Horizon Investments first reported a position in STWD in Q3 2015 and held it in 6 quarters. The position peaked at $330K in Q2 2016. 340 funds tracked by Wall St. Rank hold STWD as of Q1 2017.

  • Horizon Investments reported no remaining Starwood Property Trust position as of Q1 2017 after selling out during the quarter.
  • Horizon Investments sold 10,235 Starwood Property Trust shares in Q1 2017, an estimated $225K.
  • Horizon Investments first reported a position in Starwood Property Trust in Q3 2015 and held it in 6 quarters.
  • Horizon Investments's Starwood Property Trust position peaked at $330K in Q2 2016.
  • 340 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2017.

Based on Horizon Investments's 13F filing for Q1 2017, filed 12 May 2017.