KIA
STWD icon

KCM Investment Advisors’s Starwood Property Trust STWD Stock Holding History

KCM Investment Advisors’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
2020
Q1 		– Sell
-36,709
Closed -$913K – 340
2019
Q4 		$913K Buy
36,709
+11,905
+48% +$291K 0.05% 187
2019
Q3 		$601K Buy
24,804
+13,400
+118% +$316K 0.03% 214
2019
Q2 		$259K Sell
11,404
-1,304
-10% -$29.6K 0.02% 292
2019
Q1 		$284K Buy
12,708
+2,644
+26% +$57.7K 0.02% 278
2018
Q4 		$198K Buy
+10,064
New +$217K 0.01% 475

Other funds holding STWD

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM Investment Advisors's STWD Position: Q1 2020 in Review

KCM Investment Advisors sold out of Starwood Property Trust (STWD) in Q1 2020, closing a stake of 36,709 shares — an estimated $913K sold.

KCM Investment Advisors first reported a position in STWD in Q4 2018 and held it in 5 quarters. The position peaked at $913K in Q4 2019. 441 funds tracked by Wall St. Rank hold STWD as of Q1 2020.

  • KCM Investment Advisors reported no remaining Starwood Property Trust position as of Q1 2020 after selling out during the quarter.
  • KCM Investment Advisors sold 36,709 Starwood Property Trust shares in Q1 2020, an estimated $913K.
  • KCM Investment Advisors first reported a position in Starwood Property Trust in Q4 2018 and held it in 5 quarters.
  • KCM Investment Advisors's Starwood Property Trust position peaked at $913K in Q4 2019.
  • 441 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2020.

Based on KCM Investment Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.