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WealthTrust-Arizona’s Starwood Property Trust STWD Stock Holding History

WealthTrust-Arizona’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
2014
Q2 		– Sell
-28
Closed -$1K – 702
2014
Q1 		$1K Sell
28
-7
-20% -$166 ﹤0.01% 654
2013
Q4 		$1K Hold
35
– – ﹤0.01% 623
2013
Q3 		$1K Hold
35
– – ﹤0.01% 621
2013
Q2 		$1K Buy
+35
New +$747 ﹤0.01% 603

Other funds holding STWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthTrust-Arizona's STWD Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Starwood Property Trust (STWD) in Q2 2014, closing a stake of 28 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in STWD in Q2 2013 and held it in 4 quarters. The position peaked at $1K in Q1 2014. 271 funds tracked by Wall St. Rank hold STWD as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Starwood Property Trust position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 28 Starwood Property Trust shares in Q2 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Starwood Property Trust in Q2 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's Starwood Property Trust position peaked at $1K in Q1 2014.
  • 271 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.