IRF
SFR

IBM Retirement Fund’s Starwood Waypoint Homes SFR Stock Holding History

IBM Retirement Fund’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-505,722
Closed -$17.4M – 368
2017
Q2 		$17.4M Sell
505,722
-174,560
-26% -$6.02M 3.22% 2
2017
Q1 		$23.1M Sell
680,282
-455,581
-40% -$14.5M 6.56% 1
2016
Q4 		$32.7M Buy
+1,135,863
New +$33M 1.38% 5
2014
Q2 		– Sell
-9,296
Closed -$270K – 1052
2014
Q1 		$270K Buy
+9,296
New +$262K 0.01% 999

Other funds holding SFR

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

IBM Retirement Fund's SFR Position: Q3 2017 in Review

IBM Retirement Fund sold out of Starwood Waypoint Homes (SFR) in Q3 2017, closing a stake of 505,722 shares — an estimated $17.4M sold.

IBM Retirement Fund first reported a position in SFR in Q1 2014 and held it in 4 quarters. The position peaked at $32.7M in Q4 2016. 218 funds tracked by Wall St. Rank hold SFR as of Q3 2017.

  • IBM Retirement Fund reported no remaining Starwood Waypoint Homes position as of Q3 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 505,722 Starwood Waypoint Homes shares in Q3 2017, an estimated $17.4M.
  • IBM Retirement Fund first reported a position in Starwood Waypoint Homes in Q1 2014 and held it in 4 quarters.
  • IBM Retirement Fund's Starwood Waypoint Homes position peaked at $32.7M in Q4 2016.
  • 218 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q3 2017.

Based on IBM Retirement Fund's 13F filing for Q3 2017, filed 7 Nov 2017.