WRF
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Waddell & Reed Financial’s Starwood Property Trust STWD Stock Holding History

Waddell & Reed Financial’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
2016
Q3 		– Sell
-350,000
Closed -$7.25M – 622
2016
Q2 		$7.25M Hold
350,000
– – 0.02% 435
2016
Q1 		$6.63M Sell
350,000
-50,000
-13% -$927K 0.01% 451
2015
Q4 		$8.22M Hold
400,000
– – 0.01% 439
2015
Q3 		$8.21M Sell
400,000
-25,000
-6% -$541K 0.01% 440
2015
Q2 		$9.17M Buy
425,000
+25,000
+6% +$593K 0.01% 444
2015
Q1 		$9.72M Hold
400,000
– – 0.01% 432
2014
Q4 		$9.3M Buy
400,000
+40,000
+11% +$919K 0.01% 428
2014
Q3 		$7.91M Buy
360,000
+60,000
+20% +$1.41M 0.01% 442
2014
Q2 		$7.13M Buy
+300,000
New +$7.15M 0.01% 470

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BFA
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NSLI
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Morgan Stanley
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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
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return