KT
SFR

Kanaly Trust’s Starwood Waypoint Homes SFR Stock Holding History

Kanaly Trust’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 		$0 Sell
17
-99
-85% -$2.88K ﹤0.01% 967
2016
Q3 		$3K Hold
116
– – ﹤0.01% 760
2016
Q2 		$4K Buy
+116
New +$3.09K ﹤0.01% 688
2016
Q1 		– Sell
-110
Closed -$2K – 960
2015
Q4 		$2K Hold
110
– – ﹤0.01% 832
2015
Q3 		$3K Hold
110
– – ﹤0.01% 743
2015
Q2 		$3K Buy
+110
New +$2.81K ﹤0.01% 747

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

Kanaly Trust's SFR Position: Q4 2016 in Review

Kanaly Trust reduced its Starwood Waypoint Homes (SFR) stake by 85% in Q4 2016, selling an estimated $2.88K and leaving 17 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Kanaly Trust first reported a position in SFR in Q2 2015 and has held it in 6 quarters since. The position peaked at $4K in Q2 2016. 191 funds tracked by Wall St. Rank hold SFR as of Q4 2016.

  • Kanaly Trust held 17 shares of Starwood Waypoint Homes worth $0 as of Q4 2016.
  • Kanaly Trust sold 99 Starwood Waypoint Homes shares in Q4 2016, an estimated $2.88K.
  • Starwood Waypoint Homes made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #967 holding.
  • Kanaly Trust first reported a position in Starwood Waypoint Homes in Q2 2015 and has held it in 6 quarters since.
  • Kanaly Trust's Starwood Waypoint Homes position peaked at $4K in Q2 2016.
  • 191 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.