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 $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BFA

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

BIT

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

New England Private Wealth Advisors's STWD Position: Q4 2015 in Review

New England Private Wealth Advisors sold out of Starwood Property Trust (STWD) in Q4 2015, closing a stake of 10,409 shares — an estimated $214K sold.

New England Private Wealth Advisors first reported a position in STWD in Q2 2013 and held it in 10 quarters. The position peaked at $278K in Q4 2013. 318 funds tracked by Wall St. Rank hold STWD as of Q4 2015.

New England Private Wealth Advisors reported no remaining Starwood Property Trust position as of Q4 2015 after selling out during the quarter.
New England Private Wealth Advisors sold 10,409 Starwood Property Trust shares in Q4 2015, an estimated $214K.
New England Private Wealth Advisors first reported a position in Starwood Property Trust in Q2 2013 and held it in 10 quarters.
New England Private Wealth Advisors's Starwood Property Trust position peaked at $278K in Q4 2013.
318 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2015.

Based on New England Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.