NCM
STWD icon

Next Capital Management’s Starwood Property Trust STWD Stock Holding History

Next Capital Management’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
2019
Q4 		– Sell
-6,080
Closed -$71K – 199
2019
Q3 		$71K Hold
6,080
– – 0.05% 129
2019
Q2 		$139K Sell
6,080
-2,300
-27% -$52.2K 0.09% 101
2019
Q1 		$189K Hold
8,380
– – 0.16% 84
2018
Q4 		$165K Buy
+8,380
New +$181K 0.14% 80

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
Morgan Stanley
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Next Capital Management's STWD Position: Q4 2019 in Review

Next Capital Management sold out of Starwood Property Trust (STWD) in Q4 2019, closing a stake of 6,080 shares — an estimated $71K sold.

Next Capital Management first reported a position in STWD in Q4 2018 and held it in 4 quarters. The position peaked at $189K in Q1 2019. 456 funds tracked by Wall St. Rank hold STWD as of Q4 2019.

  • Next Capital Management reported no remaining Starwood Property Trust position as of Q4 2019 after selling out during the quarter.
  • Next Capital Management sold 6,080 Starwood Property Trust shares in Q4 2019, an estimated $71K.
  • Next Capital Management first reported a position in Starwood Property Trust in Q4 2018 and held it in 4 quarters.
  • Next Capital Management's Starwood Property Trust position peaked at $189K in Q1 2019.
  • 456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.