Whitney & Co’s Starwood Property Trust STWD Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-1,000	Closed	-$22K	–	409
2018 Q3	$22K	Hold	1,000	–	–	0.01%	239
2018 Q2	$22K	Buy	+1,000	New	+$21.5K	0.01%	208

Other funds holding STWD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whitney & Co's STWD Position: Q4 2018 in Review

Whitney & Co sold out of Starwood Property Trust (STWD) in Q4 2018, closing a stake of 1,000 shares — an estimated $22K sold.

Whitney & Co first reported a position in STWD in Q2 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 419 funds tracked by Wall St. Rank hold STWD as of Q4 2018.

Whitney & Co reported no remaining Starwood Property Trust position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 1,000 Starwood Property Trust shares in Q4 2018, an estimated $22K.
Whitney & Co first reported a position in Starwood Property Trust in Q2 2018 and held it in 2 quarters.
Whitney & Co's Starwood Property Trust position peaked at $22K in Q3 2018.
419 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.