New England Private Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

New England Private Wealth 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
2015 Q4	–	Sell	-10,409	Closed	-$214K	–	128
2015 Q3	$214K	Buy	10,409 +9	+0.1%	+$195	0.09%	99
2015 Q2	$225K	Hold	10,400	–	–	0.09%	94
2015 Q1	$252K	Buy	10,400 +400	+4%	+$9.62K	0.1%	88
2014 Q4	$234K	Hold	10,000	–	–	0.09%	90
2014 Q3	$220K	Hold	10,000	–	–	0.09%	90
2014 Q2	$238K	Hold	10,000	–	–	0.1%	89
2014 Q1	$236K	Sell	10,000 -2,402	-19%	-$57K	0.1%	85
2013 Q4	$278K	Hold	12,402	–	–	0.13%	72
2013 Q3	$240K	Hold	12,402	–	–	0.13%	65
2013 Q2	$248K	Buy	+12,402	New	+$265K	0.16%	57

Other funds holding STWD

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of America

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return