JIC
SFR

Joel Isaacson & Co’s Starwood Waypoint Homes SFR Stock Holding History

Joel Isaacson & Co’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
2016
Q4 		– Sell
-115
Closed -$3K – 731
2016
Q3 		$3K Hold
115
– – ﹤0.01% 656
2016
Q2 		$3K Sell
115
-117
-50% -$3.11K ﹤0.01% 656
2016
Q1 		$6K Hold
232
– – ﹤0.01% 645
2015
Q4 		$5K Hold
232
– – ﹤0.01% 629
2015
Q3 		$6K Hold
232
– – ﹤0.01% 620
2015
Q2 		$6K Buy
+232
New +$5.93K ﹤0.01% 651

Other funds holding SFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Joel Isaacson & Co's SFR Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Starwood Waypoint Homes (SFR) in Q4 2016, closing a stake of 115 shares — an estimated $3K sold.

Joel Isaacson & Co first reported a position in SFR in Q2 2015 and held it in 6 quarters. The position peaked at $6K in Q1 2016. 191 funds tracked by Wall St. Rank hold SFR as of Q4 2016.

  • Joel Isaacson & Co reported no remaining Starwood Waypoint Homes position as of Q4 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 115 Starwood Waypoint Homes shares in Q4 2016, an estimated $3K.
  • Joel Isaacson & Co first reported a position in Starwood Waypoint Homes in Q2 2015 and held it in 6 quarters.
  • Joel Isaacson & Co's Starwood Waypoint Homes position peaked at $6K in Q1 2016.
  • 191 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.