WFG Advisors’s Starwood Property Trust STWD Stock Holding History

WFG Advisors’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
2016 Q1	–	Sell	-200	Closed	-$4K	–	1675
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	1279
2015 Q3	$4K	Buy	+200	New	+$4.33K	﹤0.01%	1311

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's STWD Position: Q1 2016 in Review

WFG Advisors sold out of Starwood Property Trust (STWD) in Q1 2016, closing a stake of 200 shares — an estimated $4K sold.

WFG Advisors first reported a position in STWD in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 305 funds tracked by Wall St. Rank hold STWD as of Q1 2016.

WFG Advisors reported no remaining Starwood Property Trust position as of Q1 2016 after selling out during the quarter.
WFG Advisors sold 200 Starwood Property Trust shares in Q1 2016, an estimated $4K.
WFG Advisors first reported a position in Starwood Property Trust in Q3 2015 and held it in 2 quarters.
WFG Advisors's Starwood Property Trust position peaked at $4K in Q4 2015.
305 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.