PVH
RWT

Psagot Value Holdings’s Redwood Trust RWT Stock Holding History

Psagot Value Holdings’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,914
Closed -$59K – 447
2014
Q1 		$59K Sell
2,914
-2,940
-50% -$57.3K ﹤0.01% 355
2013
Q4 		$113K Sell
5,854
-3,407
-37% -$62.8K ﹤0.01% 313
2013
Q3 		$182K Buy
+9,261
New +$165K 0.01% 288

Other funds holding RWT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Psagot Value Holdings's RWT Position: Q2 2014 in Review

Psagot Value Holdings sold out of Redwood Trust (RWT) in Q2 2014, closing a stake of 2,914 shares — an estimated $59K sold.

Psagot Value Holdings first reported a position in RWT in Q3 2013 and held it in 3 quarters. The position peaked at $182K in Q3 2013. 170 funds tracked by Wall St. Rank hold RWT as of Q2 2014.

  • Psagot Value Holdings reported no remaining Redwood Trust position as of Q2 2014 after selling out during the quarter.
  • Psagot Value Holdings sold 2,914 Redwood Trust shares in Q2 2014, an estimated $59K.
  • Psagot Value Holdings first reported a position in Redwood Trust in Q3 2013 and held it in 3 quarters.
  • Psagot Value Holdings's Redwood Trust position peaked at $182K in Q3 2013.
  • 170 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2014.

Based on Psagot Value Holdings's 13F filing for Q2 2014, filed 6 Aug 2014.