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Proficio Capital Partners’s Starwood Property Trust STWD Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-546
Closed -$12K – 1343
2019
Q2 		$12K Buy
546
+504
+1,200% +$11.4K ﹤0.01% 887
2019
Q1 		$1K Buy
+42
New +$916 ﹤0.01% 1594
2018
Q3 		– Sell
-34
Closed -$1K – 1299
2018
Q2 		$1K Hold
34
– – ﹤0.01% 1230
2018
Q1 		$1K Hold
34
– – ﹤0.01% 1233
2017
Q4 		$1K Sell
34
-66
-66% -$1.43K ﹤0.01% 1224
2017
Q3 		$2K Buy
100
+68
+213% +$1.5K ﹤0.01% 1111
2017
Q2 		$1K Sell
32
-283
-90% -$6.33K ﹤0.01% 1217
2017
Q1 		$7K Sell
315
-420
-57% -$9.48K ﹤0.01% 914
2016
Q4 		$16K Buy
735
+703
+2,197% +$15.5K 0.01% 511
2016
Q3 		$1K Buy
+32
New +$708 ﹤0.01% 1023

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Proficio Capital Partners's STWD Position: Q3 2019 in Review

Proficio Capital Partners sold out of Starwood Property Trust (STWD) in Q3 2019, closing a stake of 546 shares — an estimated $12K sold.

Proficio Capital Partners first reported a position in STWD in Q3 2016 and held it in 10 quarters. The position peaked at $16K in Q4 2016. 430 funds tracked by Wall St. Rank hold STWD as of Q3 2019.

  • Proficio Capital Partners reported no remaining Starwood Property Trust position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 546 Starwood Property Trust shares in Q3 2019, an estimated $12K.
  • Proficio Capital Partners first reported a position in Starwood Property Trust in Q3 2016 and held it in 10 quarters.
  • Proficio Capital Partners's Starwood Property Trust position peaked at $16K in Q4 2016.
  • 430 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.