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Measured Wealth Private Client Group’s Starwood Property Trust STWD Stock Holding History

Measured Wealth Private Client Group’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
-7,157
Closed -$153K – 624
2018
Q3 		$153K Buy
+7,157
New +$158K 0.09% 182

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

Measured Wealth Private Client Group's STWD Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Starwood Property Trust (STWD) in Q4 2018, closing a stake of 7,157 shares — an estimated $153K sold.

Measured Wealth Private Client Group first reported a position in STWD in Q3 2018 and held it in 1 quarter. The position peaked at $153K in Q3 2018. 419 funds tracked by Wall St. Rank hold STWD as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Starwood Property Trust position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 7,157 Starwood Property Trust shares in Q4 2018, an estimated $153K.
  • Measured Wealth Private Client Group first reported a position in Starwood Property Trust in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Starwood Property Trust position peaked at $153K in Q3 2018.
  • 419 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.