KWA
STWD icon

KCS Wealth Advisory’s Starwood Property Trust STWD Stock Holding History

KCS Wealth Advisory’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
2019
Q1 		– Sell
-22,225
Closed -$438K – 155
2018
Q4 		$438K Buy
22,225
+523
+2% +$11.3K 0.46% 96
2018
Q3 		$467K Buy
21,702
+582
+3% +$12.9K 0.43% 100
2018
Q2 		$459K Buy
21,120
+710
+3% +$15.3K 0.43% 99
2018
Q1 		$428K Buy
20,410
+5,123
+34% +$106K 0.39% 106
2017
Q4 		$326K Buy
+15,287
New +$331K 0.32% 115

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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCS Wealth Advisory's STWD Position: Q1 2019 in Review

KCS Wealth Advisory sold out of Starwood Property Trust (STWD) in Q1 2019, closing a stake of 22,225 shares — an estimated $438K sold.

KCS Wealth Advisory first reported a position in STWD in Q4 2017 and held it in 5 quarters. The position peaked at $467K in Q3 2018. 433 funds tracked by Wall St. Rank hold STWD as of Q1 2019.

  • KCS Wealth Advisory reported no remaining Starwood Property Trust position as of Q1 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 22,225 Starwood Property Trust shares in Q1 2019, an estimated $438K.
  • KCS Wealth Advisory first reported a position in Starwood Property Trust in Q4 2017 and held it in 5 quarters.
  • KCS Wealth Advisory's Starwood Property Trust position peaked at $467K in Q3 2018.
  • 433 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2019.

Based on KCS Wealth Advisory's 13F filing for Q1 2019, filed 29 Apr 2019.