Kanaly Trust’s Starwood Property Trust STWD Stock Holding History

Kanaly Trust’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 Q4	$19K	Hold	874	–	–	﹤0.01%	436
2016 Q3	$20K	Sell	874 -119	-12%	-$2.63K	﹤0.01%	424
2016 Q2	$21K	Buy	993 +98	+11%	+$1.95K	﹤0.01%	421
2016 Q1	$17K	Sell	895 -733	-45%	-$13.6K	﹤0.01%	475
2015 Q4	$33K	Buy	1,628 +31	+2%	+$637	0.01%	336
2015 Q3	$33K	Buy	1,597 +1,477	+1,231%	+$32K	0.01%	348
2015 Q2	$3K	Hold	120	–	–	﹤0.01%	733
2015 Q1	$3K	Hold	120	–	–	﹤0.01%	577
2014 Q4	$3K	Hold	120	–	–	﹤0.01%	588
2014 Q3	$3K	Hold	120	–	–	﹤0.01%	639
2014 Q2	$3K	Hold	120	–	–	﹤0.01%	603
2014 Q1	$3K	Buy	+120	New	+$2.85K	﹤0.01%	614

Other funds holding STWD

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Kanaly Trust's STWD Position: Q4 2016 in Review

Kanaly Trust held its Starwood Property Trust (STWD) position steady in Q4 2016 at 874 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Kanaly Trust first reported a position in STWD in Q1 2014 and has held it in 12 quarters since. The position peaked at $33K in Q4 2015. 347 funds tracked by Wall St. Rank hold STWD as of Q4 2016.

Kanaly Trust held 874 shares of Starwood Property Trust worth $19K as of Q4 2016.
Kanaly Trust left its Starwood Property Trust share count unchanged in Q4 2016.
Starwood Property Trust made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #436 holding.
Kanaly Trust first reported a position in Starwood Property Trust in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's Starwood Property Trust position peaked at $33K in Q4 2015.
347 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2016.

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