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PFS Investments’s Starwood Property Trust STWD Stock Holding History

PFS Investments’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
-32,166
Closed -$330K – 281
2020
Q1 		$330K Buy
32,166
+18,693
+139% +$410K 0.01% 232
2019
Q4 		$335K Buy
+13,473
New +$330K 0.01% 217

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

PFS Investments's STWD Position: Q2 2020 in Review

PFS Investments sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 32,166 shares — an estimated $330K sold.

PFS Investments first reported a position in STWD in Q4 2019 and held it in 2 quarters. The position peaked at $335K in Q4 2019. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

  • PFS Investments reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
  • PFS Investments sold 32,166 Starwood Property Trust shares in Q2 2020, an estimated $330K.
  • PFS Investments first reported a position in Starwood Property Trust in Q4 2019 and held it in 2 quarters.
  • PFS Investments's Starwood Property Trust position peaked at $335K in Q4 2019.
  • 403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on PFS Investments's 13F filing for Q2 2020, filed 14 Aug 2020.