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WESPAC Advisors SoCal’s Starwood Property Trust STWD Stock Holding History

WESPAC Advisors SoCal’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
-200
Closed -$4K – 271
2019
Q1 		$4K Hold
200
– – ﹤0.01% 299
2018
Q4 		$3K Buy
+200
New +$4.31K ﹤0.01% 306

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

WESPAC Advisors SoCal's STWD Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Starwood Property Trust (STWD) in Q2 2019, closing a stake of 200 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in STWD in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Starwood Property Trust position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 Starwood Property Trust shares in Q2 2019, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in Starwood Property Trust in Q4 2018 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Starwood Property Trust position peaked at $4K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.