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PRW Wealth Management’s Starwood Property Trust STWD Stock Holding History

PRW Wealth Management’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
Q2 		– Sell
-1,458
Closed -$33K – 585
2019
Q1 		$33K Hold
1,458
– – 0.03% 199
2018
Q4 		$28K Buy
+1,458
New +$31.4K 0.03% 202

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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PRW Wealth Management's STWD Position: Q2 2019 in Review

PRW Wealth Management sold out of Starwood Property Trust (STWD) in Q2 2019, closing a stake of 1,458 shares — an estimated $33K sold.

PRW Wealth Management first reported a position in STWD in Q4 2018 and held it in 2 quarters. The position peaked at $33K in Q1 2019. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2019.

  • PRW Wealth Management reported no remaining Starwood Property Trust position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,458 Starwood Property Trust shares in Q2 2019, an estimated $33K.
  • PRW Wealth Management first reported a position in Starwood Property Trust in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Starwood Property Trust position peaked at $33K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.