MSI Financial Services’s Starwood Property Trust STWD Stock Holding History

MSI Financial Services’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
2016 Q4	$270K	Buy	12,282 +48	+0.4%	+$1.06K	0.01%	956
2016 Q3	$276K	Buy	12,234 +4,549	+59%	+$101K	0.01%	912
2016 Q2	$159K	Buy	7,685 +2,527	+49%	+$50.4K	0.01%	1144
2016 Q1	$98K	Buy	5,158 +1,109	+27%	+$20.6K	﹤0.01%	1351
2015 Q4	$83K	Buy	4,049 +1,431	+55%	+$29.4K	﹤0.01%	1394
2015 Q3	$54K	Sell	2,618 -240	-8%	-$5.2K	﹤0.01%	1182
2015 Q2	$62K	Buy	2,858 +1,100	+63%	+$26.1K	﹤0.01%	1197
2015 Q1	$43K	Sell	1,758 -743	-30%	-$17.9K	﹤0.01%	1390
2014 Q4	$58K	Sell	2,501 -818	-25%	-$18.8K	0.01%	1028
2014 Q3	$73K	Buy	+3,319	New	+$77.8K	0.01%	934
2014 Q1	–	Sell	-275	Closed	-$6K	–	2625
2013 Q4	$6K	Buy	275 +48	+21%	+$1.02K	﹤0.01%	1915
2013 Q3	$4K	Sell	227 -494	-69%	-$9.93K	﹤0.01%	1782
2013 Q2	$14K	Buy	+721	New	+$15.4K	﹤0.01%	1402

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSI Financial Services's STWD Position: Q4 2016 in Review

MSI Financial Services increased its Starwood Property Trust (STWD) stake by 0.39% in Q4 2016, buying an estimated $1.06K and bringing the position to 12,282 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #956.

MSI Financial Services first reported a position in STWD in Q2 2013 and has held it in 13 quarters since. The position peaked at $276K in Q3 2016. 347 funds tracked by Wall St. Rank hold STWD as of Q4 2016.

MSI Financial Services held 12,282 shares of Starwood Property Trust worth $270K as of Q4 2016.
MSI Financial Services bought 48 Starwood Property Trust shares in Q4 2016, an estimated $1.06K.
Starwood Property Trust made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #956 holding.
MSI Financial Services first reported a position in Starwood Property Trust in Q2 2013 and has held it in 13 quarters since.
MSI Financial Services's Starwood Property Trust position peaked at $276K in Q3 2016.
347 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.