Squar Milner Financial Services’s Starwood Property Trust STWD Stock Holding History

Squar Milner Financial Services’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	-2,250	Closed	-$23K	–	651
2020 Q1	$23K	Hold	2,250	–	–	0.01%	450
2019 Q4	$55K	Buy	+2,250	New	+$55.1K	0.03%	397
2019 Q3	–	Sell	-2,250	Closed	-$51K	–	649
2019 Q2	$51K	Sell	2,250 -100	-4%	-$2.27K	0.03%	348
2019 Q1	$52K	Buy	2,350 +100	+4%	+$2.18K	0.04%	317
2018 Q4	$44K	Hold	2,250	–	–	0.04%	305
2018 Q3	$48K	Hold	2,250	–	–	0.04%	309
2018 Q2	$49K	Buy	+2,250	New	+$48.4K	0.04%	333

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's STWD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 2,250 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in STWD in Q2 2018 and held it in 7 quarters. The position peaked at $55K in Q4 2019. 404 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

Squar Milner Financial Services reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,250 Starwood Property Trust shares in Q2 2020, an estimated $23K.
Squar Milner Financial Services first reported a position in Starwood Property Trust in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Starwood Property Trust position peaked at $55K in Q4 2019.
404 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.