Integrated Wealth Management (Palm Desert)’s Starwood Property Trust STWD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q3	–	Sell	-1,200	Closed	-$25K	–	1312
2016 Q2	$25K	Hold	1,200	–	–	0.01%	549
2016 Q1	$23K	Hold	1,200	–	–	0.01%	530
2015 Q4	$25K	Hold	1,200	–	–	0.01%	538
2015 Q3	$25K	Hold	1,200	–	–	0.01%	518
2015 Q2	$26K	Buy	1,200 +800	+200%	+$19K	0.01%	538
2015 Q1	$9K	Buy	+400	New	+$9.62K	﹤0.01%	794

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s STWD Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Starwood Property Trust (STWD) in Q3 2016, closing a stake of 1,200 shares — an estimated $25K sold.

Integrated Wealth Management (Palm Desert) first reported a position in STWD in Q1 2015 and held it in 6 quarters. The position peaked at $26K in Q2 2015. 321 funds tracked by Wall St. Rank hold STWD as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Starwood Property Trust position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,200 Starwood Property Trust shares in Q3 2016, an estimated $25K.
Integrated Wealth Management (Palm Desert) first reported a position in Starwood Property Trust in Q1 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Starwood Property Trust position peaked at $26K in Q2 2015.
321 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.