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Mountain Capital Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Mountain Capital Investment 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
2017
Q3 		– Sell
-1,000
Closed -$22K – 538
2017
Q2 		$22K Buy
+1,000
New +$22.4K 0.02% 197

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mountain Capital Investment Advisors's STWD Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Starwood Property Trust (STWD) in Q3 2017, closing a stake of 1,000 shares — an estimated $22K sold.

Mountain Capital Investment Advisors first reported a position in STWD in Q2 2017 and held it in 1 quarter. The position peaked at $22K in Q2 2017. 350 funds tracked by Wall St. Rank hold STWD as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Starwood Property Trust position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,000 Starwood Property Trust shares in Q3 2017, an estimated $22K.
  • Mountain Capital Investment Advisors first reported a position in Starwood Property Trust in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Starwood Property Trust position peaked at $22K in Q2 2017.
  • 350 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.