Lido Advisors
RWT

Lido Advisors’s Redwood Trust RWT Stock Holding History

Lido Advisors’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
2020
Q1 		– Sell
-55,817
Closed -$923K – 662
2019
Q4 		$923K Buy
55,817
+9,724
+21% +$160K 0.04% 277
2019
Q3 		$756K Buy
46,093
+4,344
+10% +$72.6K 0.04% 263
2019
Q2 		$690K Buy
41,749
+5,934
+17% +$96.1K 0.04% 245
2019
Q1 		$578K Buy
35,815
+3,231
+10% +$51.1K 0.04% 266
2018
Q4 		$491K Buy
32,584
+2,801
+9% +$45.2K 0.05% 231
2018
Q3 		$483K Buy
29,783
+15,430
+108% +$256K 0.05% 247
2018
Q2 		$236K Buy
14,353
+2,540
+22% +$40.8K 0.03% 361
2018
Q1 		$182K Buy
+11,813
New +$177K 0.02% 372

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Lido Advisors's RWT Position: Q1 2020 in Review

Lido Advisors sold out of Redwood Trust (RWT) in Q1 2020, closing a stake of 55,817 shares — an estimated $923K sold.

Lido Advisors first reported a position in RWT in Q1 2018 and held it in 8 quarters. The position peaked at $923K in Q4 2019. 213 funds tracked by Wall St. Rank hold RWT as of Q1 2020.

  • Lido Advisors reported no remaining Redwood Trust position as of Q1 2020 after selling out during the quarter.
  • Lido Advisors sold 55,817 Redwood Trust shares in Q1 2020, an estimated $923K.
  • Lido Advisors first reported a position in Redwood Trust in Q1 2018 and held it in 8 quarters.
  • Lido Advisors's Redwood Trust position peaked at $923K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2020.

Based on Lido Advisors's 13F filing for Q1 2020, filed 13 May 2020.