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WealthPLAN Partners’s Starwood Property Trust STWD Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-3,605
Closed -$81.7K – 390
2017
Q1 		$81.7K Buy
+3,605
New +$81.4K 0.28% 68
2016
Q3 		$154K Sell
7,017
-7,354
-51% -$163K 0.05% 175
2016
Q2 		$146K Buy
+14,371
New +$286K 0.02% 485
2015
Q4 		$7.81K Buy
+380
New +$7.81K ﹤0.01% 1224

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's STWD Position: Q2 2017 in Review

WealthPLAN Partners sold out of Starwood Property Trust (STWD) in Q2 2017, closing a stake of 3,605 shares — an estimated $81.7K sold.

WealthPLAN Partners first reported a position in STWD in Q4 2015 and held it in 4 quarters. The position peaked at $154K in Q3 2016. 342 funds tracked by Wall St. Rank hold STWD as of Q2 2017.

  • WealthPLAN Partners reported no remaining Starwood Property Trust position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 3,605 Starwood Property Trust shares in Q2 2017, an estimated $81.7K.
  • WealthPLAN Partners first reported a position in Starwood Property Trust in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Starwood Property Trust position peaked at $154K in Q3 2016.
  • 342 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.