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UBS’s Starwood Property Trust STWD Stock Holding History

UBS’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 		$20K Sell
900
-5,600
-86% -$131K ﹤0.01% 8026
2014
Q2 		$155K Buy
6,500
+3,300
+103% +$78.6K ﹤0.01% 5425
2014
Q1 		$75K Buy
3,200
+2,704
+545% +$64.2K ﹤0.01% 6348
2013
Q4 		$11K Buy
496
+372
+300% +$7.87K ﹤0.01% 8900
2013
Q3 		$2K Buy
+124
New +$2.49K ﹤0.01% 9977

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

UBS's STWD Position: Q3 2014 in Review

UBS increased its Starwood Property Trust (STWD) stake by 7.6% in Q3 2014, buying an estimated $3.48M and bringing the position to 2,101,469 shares worth $46.1M. The position accounts for 0.03% of the portfolio, ranked #544.

UBS first reported a position in STWD in Q2 2013 and has held it in 6 quarters since. The position peaked at $46.4M in Q2 2014. 276 funds tracked by Wall St. Rank hold STWD as of Q3 2014.

  • UBS held 2,101,469 shares of Starwood Property Trust worth $46.1M as of Q3 2014.
  • UBS bought 148,398 Starwood Property Trust shares in Q3 2014, an estimated $3.48M.
  • Starwood Property Trust made up 0.03% of UBS's portfolio in Q3 2014, its #544 holding.
  • UBS first reported a position in Starwood Property Trust in Q2 2013 and has held it in 6 quarters since.
  • UBS's Starwood Property Trust position peaked at $46.4M in Q2 2014.
  • 276 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.