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Strategic Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Strategic Investment 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
Q2 		– Sell
-12,300
Closed -$126K – 179
2020
Q1 		$126K Buy
12,300
+235
+2% +$5.15K 0.06% 148
2019
Q4 		$300K Buy
12,065
+2,316
+24% +$56.7K 0.12% 132
2019
Q3 		$236K Buy
9,749
+724
+8% +$17.1K 0.11% 140
2019
Q2 		$204K Buy
+9,025
New +$205K 0.11% 147

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

Strategic Investment Advisors's STWD Position: Q2 2020 in Review

Strategic Investment Advisors sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 12,300 shares — an estimated $126K sold.

Strategic Investment Advisors first reported a position in STWD in Q2 2019 and held it in 4 quarters. The position peaked at $300K in Q4 2019. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

  • Strategic Investment Advisors reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
  • Strategic Investment Advisors sold 12,300 Starwood Property Trust shares in Q2 2020, an estimated $126K.
  • Strategic Investment Advisors first reported a position in Starwood Property Trust in Q2 2019 and held it in 4 quarters.
  • Strategic Investment Advisors's Starwood Property Trust position peaked at $300K in Q4 2019.
  • 403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on Strategic Investment Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.