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STWD icon

TradeWorx’s Starwood Property Trust STWD Stock Holding History

TradeWorx’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
2014
Q3 		$738K Buy
33,625
+24,358
+263% +$571K 0.98% 13
2014
Q2 		$220K Buy
+9,267
New +$221K 0.18% 243

Other funds holding STWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TradeWorx's STWD Position: Q3 2014 in Review

TradeWorx increased its Starwood Property Trust (STWD) stake by 263% in Q3 2014, buying an estimated $571K and bringing the position to 33,625 shares worth $738K. The position accounts for 0.98% of the portfolio, ranked #13.

TradeWorx first reported a position in STWD in Q2 2014 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold STWD as of Q3 2014.

  • TradeWorx held 33,625 shares of Starwood Property Trust worth $738K as of Q3 2014.
  • TradeWorx bought 24,358 Starwood Property Trust shares in Q3 2014, an estimated $571K.
  • Starwood Property Trust made up 0.98% of TradeWorx's portfolio in Q3 2014, its #13 holding.
  • TradeWorx first reported a position in Starwood Property Trust in Q2 2014 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.