LWM
RWT

LBA Wealth Management’s Redwood Trust RWT Stock Holding History

LBA Wealth Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-500
Closed -$9K – 329
2015
Q1 		$9K Buy
+500
New +$9.69K 0.01% 241

Other funds holding RWT

WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LBA Wealth Management's RWT Position: Q2 2015 in Review

LBA Wealth Management sold out of Redwood Trust (RWT) in Q2 2015, closing a stake of 500 shares — an estimated $9K sold.

LBA Wealth Management first reported a position in RWT in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 148 funds tracked by Wall St. Rank hold RWT as of Q2 2015.

  • LBA Wealth Management reported no remaining Redwood Trust position as of Q2 2015 after selling out during the quarter.
  • LBA Wealth Management sold 500 Redwood Trust shares in Q2 2015, an estimated $9K.
  • LBA Wealth Management first reported a position in Redwood Trust in Q1 2015 and held it in 1 quarter.
  • LBA Wealth Management's Redwood Trust position peaked at $9K in Q1 2015.
  • 148 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.