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Partnervest Advisory Services’s Starwood Property Trust STWD Stock Holding History

Partnervest Advisory Services’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
Q1 		– Sell
-34,865
Closed -$867K – 252
2019
Q4 		$867K Buy
34,865
+5,974
+21% +$146K 0.32% 66
2019
Q3 		$700K Buy
+28,891
New +$681K 0.25% 78

Other funds holding STWD

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BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Partnervest Advisory Services's STWD Position: Q1 2020 in Review

Partnervest Advisory Services sold out of Starwood Property Trust (STWD) in Q1 2020, closing a stake of 34,865 shares — an estimated $867K sold.

Partnervest Advisory Services first reported a position in STWD in Q3 2019 and held it in 2 quarters. The position peaked at $867K in Q4 2019. 441 funds tracked by Wall St. Rank hold STWD as of Q1 2020.

  • Partnervest Advisory Services reported no remaining Starwood Property Trust position as of Q1 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 34,865 Starwood Property Trust shares in Q1 2020, an estimated $867K.
  • Partnervest Advisory Services first reported a position in Starwood Property Trust in Q3 2019 and held it in 2 quarters.
  • Partnervest Advisory Services's Starwood Property Trust position peaked at $867K in Q4 2019.
  • 441 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.