Rowland Carmichael Advisors’s Starwood Property Trust STWD Stock Holding History

Rowland Carmichael Advisors’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 Q4	$242K	Sell	12,561 -10,485	-45%	-$178K	0.08%	269
2020 Q3	$348K	Sell	23,046 -1,700	-7%	-$26K	0.14%	173
2020 Q2	$370K	Hold	24,746	–	–	0.16%	161
2020 Q1	$254K	Sell	24,746 -660	-3%	-$14.5K	0.13%	194
2019 Q4	$632K	Sell	25,406 -4,136	-14%	-$101K	0.22%	128
2019 Q3	$716K	Hold	29,542	–	–	0.25%	115
2019 Q2	$671K	Hold	29,542	–	–	0.23%	119
2019 Q1	$660K	Buy	29,542 +2,760	+10%	+$60.2K	0.24%	118
2018 Q4	$528K	Hold	26,782	–	–	0.23%	114
2018 Q3	$576K	Hold	26,782	–	–	0.22%	118
2018 Q2	$581K	Buy	26,782 +1,472	+6%	+$31.7K	0.25%	110
2018 Q1	$530K	Hold	25,310	–	–	0.29%	106
2017 Q4	$540K	Buy	25,310 +4,273	+20%	+$92.6K	0.28%	115
2017 Q3	$457K	Buy	21,037 +1,000	+5%	+$22K	0.25%	126
2017 Q2	$449K	Buy	+20,037	New	+$448K	0.26%	122

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rowland Carmichael Advisors's STWD Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Starwood Property Trust (STWD) stake by 45% in Q4 2020, selling an estimated $178K and leaving 12,561 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #269.

Rowland Carmichael Advisors first reported a position in STWD in Q2 2017 and has held it in 15 quarters since. The position peaked at $716K in Q3 2019. 412 funds tracked by Wall St. Rank hold STWD as of Q4 2020.

Rowland Carmichael Advisors held 12,561 shares of Starwood Property Trust worth $242K as of Q4 2020.
Rowland Carmichael Advisors sold 10,485 Starwood Property Trust shares in Q4 2020, an estimated $178K.
Starwood Property Trust made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #269 holding.
Rowland Carmichael Advisors first reported a position in Starwood Property Trust in Q2 2017 and has held it in 15 quarters since.
Rowland Carmichael Advisors's Starwood Property Trust position peaked at $716K in Q3 2019.
412 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.