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Outlook Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Outlook 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
2020
Q2 		– Sell
-16,460
Closed -$169K – 179
2020
Q1 		$169K Buy
16,460
+712
+5% +$15.6K 0.1% 149
2019
Q4 		$392K Sell
15,748
-44
-0.3% -$1.08K 0.22% 99
2019
Q3 		$382K Buy
15,792
+375
+2% +$8.84K 0.23% 104
2019
Q2 		$350K Buy
15,417
+1,067
+7% +$24.2K 0.23% 111
2019
Q1 		$321K Buy
14,350
+11,808
+465% +$258K 0.26% 101
2018
Q4 		$501K Buy
+2,542
New +$54.8K 0.23% 114

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Outlook Wealth Advisors's STWD Position: Q2 2020 in Review

Outlook Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 16,460 shares — an estimated $169K sold.

Outlook Wealth Advisors first reported a position in STWD in Q4 2018 and held it in 6 quarters. The position peaked at $501K in Q4 2018. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

  • Outlook Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
  • Outlook Wealth Advisors sold 16,460 Starwood Property Trust shares in Q2 2020, an estimated $169K.
  • Outlook Wealth Advisors first reported a position in Starwood Property Trust in Q4 2018 and held it in 6 quarters.
  • Outlook Wealth Advisors's Starwood Property Trust position peaked at $501K in Q4 2018.
  • 403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on Outlook Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.