Penn Mutual Life Insurance’s Starwood Waypoint Homes SFR Stock Holding History

Penn Mutual Life Insurance’s Portfolio SFR Stock Details SFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-27,000	Closed	-$770K	–	24
2016 Q4	$770K	Sell	27,000 -70,000	-72%	-$2.03M	0.63%	22
2016 Q3	$2.19M	Hold	97,000	–	–	1.6%	18
2016 Q2	$2.96M	Buy	+97,000	New	+$2.58M	2.14%	17

Other funds holding SFR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Penn Mutual Life Insurance's SFR Position: Q1 2017 in Review

Penn Mutual Life Insurance sold out of Starwood Waypoint Homes (SFR) in Q1 2017, closing a stake of 27,000 shares — an estimated $770K sold.

Penn Mutual Life Insurance first reported a position in SFR in Q2 2016 and held it in 3 quarters. The position peaked at $2.96M in Q2 2016. 202 funds tracked by Wall St. Rank hold SFR as of Q1 2017.

Penn Mutual Life Insurance reported no remaining Starwood Waypoint Homes position as of Q1 2017 after selling out during the quarter.
Penn Mutual Life Insurance sold 27,000 Starwood Waypoint Homes shares in Q1 2017, an estimated $770K.
Penn Mutual Life Insurance first reported a position in Starwood Waypoint Homes in Q2 2016 and held it in 3 quarters.
Penn Mutual Life Insurance's Starwood Waypoint Homes position peaked at $2.96M in Q2 2016.
202 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q1 2017.

Based on Penn Mutual Life Insurance's 13F filing for Q1 2017, filed 10 May 2017.