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Legacy Financial Advisors’s Starwood Property Trust STWD Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-1,758
Closed -$39K – 791
2019
Q1 		$39K Buy
1,758
+292
+20% +$6.37K 0.01% 318
2018
Q4 		$29K Hold
1,466
– – 0.01% 345
2018
Q3 		$31K Sell
1,466
-307
-17% -$6.8K 0.01% 306
2018
Q2 		$39K Hold
1,773
– – 0.01% 278
2018
Q1 		$37K Hold
1,773
– – 0.01% 281
2017
Q4 		$37K Buy
+1,773
New +$38.4K 0.02% 284

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's STWD Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Starwood Property Trust (STWD) in Q2 2019, closing a stake of 1,758 shares — an estimated $39K sold.

Legacy Financial Advisors first reported a position in STWD in Q4 2017 and held it in 6 quarters. The position peaked at $39K in Q1 2019. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Starwood Property Trust position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,758 Starwood Property Trust shares in Q2 2019, an estimated $39K.
  • Legacy Financial Advisors first reported a position in Starwood Property Trust in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Starwood Property Trust position peaked at $39K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.