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Loring Wolcott & Coolidge Fiduciary Advisors’s Starwood Property Trust STWD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-77
Closed -$2K – 918
2021
Q2 		$2K Buy
+77
New +$1.96K ﹤0.01% 893

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CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's STWD Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Starwood Property Trust (STWD) in Q3 2021, closing a stake of 77 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STWD in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 426 funds tracked by Wall St. Rank hold STWD as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Starwood Property Trust position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 77 Starwood Property Trust shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Starwood Property Trust in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Starwood Property Trust position peaked at $2K in Q2 2021.
  • 426 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.