KJWM
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Kiley Juergens Wealth Management’s Starwood Property Trust STWD Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-1,960
Closed -$42K – 560
2018
Q3 		$42K Hold
1,960
– – 0.03% 258
2018
Q2 		$42K Buy
+1,960
New +$42.2K 0.04% 221
2018
Q1 		– Sell
-2,800
Closed -$59K – 525
2017
Q4 		$59K Buy
+2,800
New +$60.7K 0.05% 184

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kiley Juergens Wealth Management's STWD Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2018, closing a stake of 1,960 shares — an estimated $42K sold.

Kiley Juergens Wealth Management first reported a position in STWD in Q4 2017 and held it in 3 quarters. The position peaked at $59K in Q4 2017. 419 funds tracked by Wall St. Rank hold STWD as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Starwood Property Trust position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,960 Starwood Property Trust shares in Q4 2018, an estimated $42K.
  • Kiley Juergens Wealth Management first reported a position in Starwood Property Trust in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Starwood Property Trust position peaked at $59K in Q4 2017.
  • 419 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.