WCM Investment Management
RWT

WCM Investment Management’s Redwood Trust RWT Stock Holding History

WCM Investment Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-747,375
Closed -$12.4M – 118
2014
Q3 		$12.4M Sell
747,375
-14,138
-2% -$268K 0.38% 44
2014
Q2 		$14.8M Sell
761,513
-23,167
-3% -$463K 0.37% 54
2014
Q1 		$15.9M Sell
784,680
-38,445
-5% -$749K 0.57% 40
2013
Q4 		$15.9M Sell
823,125
-73,131
-8% -$1.35M 0.57% 42
2013
Q3 		$17.6M Buy
896,256
+1,780
+0.2% +$31.7K 0.92% 31
2013
Q2 		$15.2M Buy
+894,476
New +$18.5M 0.82% 36

Other funds holding RWT

WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM Investment Management's RWT Position: Q4 2014 in Review

WCM Investment Management sold out of Redwood Trust (RWT) in Q4 2014, closing a stake of 747,375 shares — an estimated $12.4M sold.

WCM Investment Management first reported a position in RWT in Q2 2013 and held it in 6 quarters. The position peaked at $17.6M in Q3 2013. 161 funds tracked by Wall St. Rank hold RWT as of Q4 2014.

  • WCM Investment Management reported no remaining Redwood Trust position as of Q4 2014 after selling out during the quarter.
  • WCM Investment Management sold 747,375 Redwood Trust shares in Q4 2014, an estimated $12.4M.
  • WCM Investment Management first reported a position in Redwood Trust in Q2 2013 and held it in 6 quarters.
  • WCM Investment Management's Redwood Trust position peaked at $17.6M in Q3 2013.
  • 161 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2014.

Based on WCM Investment Management's 13F filing for Q4 2014, filed 9 Feb 2015.