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Wealthspire Advisors (Maryland)’s Starwood Property Trust STWD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-309
Closed -$7K – 1821
2019
Q1 		$7K Buy
309
+222
+255% +$4.84K ﹤0.01% 1697
2018
Q4 		$2K Sell
87
-29
-25% -$625 ﹤0.01% 2131
2018
Q3 		$2K Sell
116
-60
-34% -$1.33K ﹤0.01% 2189
2018
Q2 		$4K Sell
176
-97
-36% -$2.09K ﹤0.01% 1908
2018
Q1 		$6K Buy
273
+2
+0.7% +$41 ﹤0.01% 1759
2017
Q4 		$6K Sell
271
-636
-70% -$13.8K ﹤0.01% 1792
2017
Q3 		$20K Sell
907
-4,468
-83% -$98.5K ﹤0.01% 1302
2017
Q2 		$120K Buy
5,375
+87
+2% +$1.95K 0.01% 626
2017
Q1 		$119K Buy
5,288
+50
+1% +$1.13K 0.02% 540
2016
Q4 		$115K Buy
5,238
+4,824
+1,165% +$106K 0.02% 538
2016
Q3 		$106K Sell
414
-2
-0.5% -$44 0.02% 554
2016
Q2 		$98K Sell
416
-529
-56% -$10.5K 0.02% 537
2016
Q1 		$100K Buy
945
+511
+118% +$9.48K 0.02% 520
2015
Q4 		$91K Buy
+434
New +$8.92K 0.02% 551

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STWD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Starwood Property Trust (STWD) in Q2 2019, closing a stake of 309 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in STWD in Q4 2015 and held it in 14 quarters. The position peaked at $120K in Q2 2017. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Starwood Property Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 309 Starwood Property Trust shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Starwood Property Trust in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Starwood Property Trust position peaked at $120K in Q2 2017.
  • 416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.