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Royal Fund Management’s Starwood Property Trust STWD Stock Holding History

Royal Fund 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
2020
Q2 		– Sell
-14,789
Closed -$151K – 515
2020
Q1 		$151K Buy
14,789
+1,189
+9% +$26K 0.06% 164
2019
Q4 		$338K Buy
13,600
+1,823
+15% +$44.6K 0.09% 108
2019
Q3 		$285K Buy
11,777
+186
+2% +$4.38K 0.08% 108
2019
Q2 		$263K Sell
11,591
-893
-7% -$20.3K 0.08% 108
2019
Q1 		$279K Buy
12,484
+638
+5% +$13.9K 0.09% 107
2018
Q4 		$233K Sell
11,846
-377
-3% -$8.13K 0.09% 99
2018
Q3 		$263K Buy
12,223
+689
+6% +$15.3K 0.08% 105
2018
Q2 		$250K Buy
11,534
+409
+4% +$8.8K 0.08% 101
2018
Q1 		$233K Buy
11,125
+33
+0.3% +$682 0.09% 112
2017
Q4 		$236K Buy
11,092
+748
+7% +$16.2K 0.08% 104
2017
Q3 		$224K Buy
10,344
+658
+7% +$14.5K 0.09% 81
2017
Q2 		$216K Buy
9,686
+2,447
+34% +$54.7K 0.09% 81
2017
Q1 		$163K Buy
7,239
+1,106
+18% +$25K 0.08% 82
2016
Q4 		$134K Buy
+6,133
New +$135K 0.07% 87

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Royal Fund Management's STWD Position: Q2 2020 in Review

Royal Fund Management sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 14,789 shares — an estimated $151K sold.

Royal Fund Management first reported a position in STWD in Q4 2016 and held it in 14 quarters. The position peaked at $338K in Q4 2019. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

  • Royal Fund Management reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 14,789 Starwood Property Trust shares in Q2 2020, an estimated $151K.
  • Royal Fund Management first reported a position in Starwood Property Trust in Q4 2016 and held it in 14 quarters.
  • Royal Fund Management's Starwood Property Trust position peaked at $338K in Q4 2019.
  • 403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.