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USA Financial Formulas’s Starwood Property Trust STWD Stock Holding History

USA Financial Formulas’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
2017
Q1 		– Sell
-17,622
Closed -$387K – 333
2016
Q4 		$387K Buy
+17,622
New +$389K 0.1% 180

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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USA Financial Formulas's STWD Position: Q1 2017 in Review

USA Financial Formulas sold out of Starwood Property Trust (STWD) in Q1 2017, closing a stake of 17,622 shares — an estimated $387K sold.

USA Financial Formulas first reported a position in STWD in Q4 2016 and held it in 1 quarter. The position peaked at $387K in Q4 2016. 340 funds tracked by Wall St. Rank hold STWD as of Q1 2017.

  • USA Financial Formulas reported no remaining Starwood Property Trust position as of Q1 2017 after selling out during the quarter.
  • USA Financial Formulas sold 17,622 Starwood Property Trust shares in Q1 2017, an estimated $387K.
  • USA Financial Formulas first reported a position in Starwood Property Trust in Q4 2016 and held it in 1 quarter.
  • USA Financial Formulas's Starwood Property Trust position peaked at $387K in Q4 2016.
  • 340 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2017.

Based on USA Financial Formulas's 13F filing for Q1 2017, filed 15 May 2017.