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Phocas Financial Corp’s Starwood Property Trust STWD Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-16,950
Closed -$334K – 279
2018
Q4 		$334K Hold
16,950
– – 0.04% 183
2018
Q3 		$365K Sell
16,950
-750
-4% -$16.6K 0.03% 191
2018
Q2 		$384K Hold
17,700
– – 0.03% 193
2018
Q1 		$371K Sell
17,700
-200
-1% -$4.14K 0.03% 190
2017
Q4 		$382K Hold
17,900
– – 0.03% 182
2017
Q3 		$0 Buy
+17,900
New +$395K ﹤0.01% 200

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Morgan Stanley
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Neuberger Berman Group
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LSV Asset Management
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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
ClearBridge Investments
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phocas Financial Corp's STWD Position: Q1 2019 in Review

Phocas Financial Corp sold out of Starwood Property Trust (STWD) in Q1 2019, closing a stake of 16,950 shares — an estimated $334K sold.

Phocas Financial Corp first reported a position in STWD in Q3 2017 and held it in 6 quarters. The position peaked at $384K in Q2 2018. 433 funds tracked by Wall St. Rank hold STWD as of Q1 2019.

  • Phocas Financial Corp reported no remaining Starwood Property Trust position as of Q1 2019 after selling out during the quarter.
  • Phocas Financial Corp sold 16,950 Starwood Property Trust shares in Q1 2019, an estimated $334K.
  • Phocas Financial Corp first reported a position in Starwood Property Trust in Q3 2017 and held it in 6 quarters.
  • Phocas Financial Corp's Starwood Property Trust position peaked at $384K in Q2 2018.
  • 433 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2019.

Based on Phocas Financial Corp's 13F filing for Q1 2019, filed 13 May 2019.