WIL
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Winifred I. Li’s Starwood Property Trust STWD Stock Holding History

Winifred I. Li’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
Q4 		$209K Hold
9,000
– – 0.2% 110
2014
Q3 		$198K Buy
9,000
+5,000
+125% +$117K 0.19% 113
2014
Q2 		$95K Hold
4,000
– – 0.08% 203
2014
Q1 		$94K Buy
+4,000
New +$95K 0.08% 203

Other funds holding STWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winifred I. Li's STWD Position: Q4 2014 in Review

Winifred I. Li held its Starwood Property Trust (STWD) position steady in Q4 2014 at 9,000 shares worth $209K. The position accounts for 0.2% of the portfolio, ranked #110.

Winifred I. Li first reported a position in STWD in Q1 2014 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold STWD as of Q4 2014.

  • Winifred I. Li held 9,000 shares of Starwood Property Trust worth $209K as of Q4 2014.
  • Winifred I. Li left its Starwood Property Trust share count unchanged in Q4 2014.
  • Starwood Property Trust made up 0.2% of Winifred I. Li's portfolio in Q4 2014, its #110 holding.
  • Winifred I. Li first reported a position in Starwood Property Trust in Q1 2014 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.