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Omnia Family Wealth’s Starwood Property Trust STWD Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-500
Closed -$11K – 463
2019
Q1 		$11K Hold
500
– – 0.01% 260
2018
Q4 		$10K Hold
500
– – 0.01% 245
2018
Q3 		$11K Hold
500
– – 0.01% 251
2018
Q2 		$11K Hold
500
– – 0.01% 244
2018
Q1 		$11K Sell
500
-235
-32% -$4.86K 0.01% 255
2017
Q4 		$16K Buy
+735
New +$15.9K 0.01% 248
2017
Q1 		– Sell
-414
Closed -$9K – 769
2016
Q4 		$9K Buy
+414
New +$9.13K ﹤0.01% 307

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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Omnia Family Wealth's STWD Position: Q2 2019 in Review

Omnia Family Wealth sold out of Starwood Property Trust (STWD) in Q2 2019, closing a stake of 500 shares — an estimated $11K sold.

Omnia Family Wealth first reported a position in STWD in Q4 2016 and held it in 7 quarters. The position peaked at $16K in Q4 2017. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2019.

  • Omnia Family Wealth reported no remaining Starwood Property Trust position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 500 Starwood Property Trust shares in Q2 2019, an estimated $11K.
  • Omnia Family Wealth first reported a position in Starwood Property Trust in Q4 2016 and held it in 7 quarters.
  • Omnia Family Wealth's Starwood Property Trust position peaked at $16K in Q4 2017.
  • 416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.