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Wright Investors Service’s Starwood Property Trust STWD Stock Holding History

Wright Investors Service’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
2017
Q3 		– Sell
-10,755
Closed -$241K – 232
2017
Q2 		$241K Buy
10,755
+1,350
+14% +$30.2K 0.09% 205
2017
Q1 		$212K Buy
+9,405
New +$212K 0.09% 218

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wright Investors Service's STWD Position: Q3 2017 in Review

Wright Investors Service sold out of Starwood Property Trust (STWD) in Q3 2017, closing a stake of 10,755 shares — an estimated $241K sold.

Wright Investors Service first reported a position in STWD in Q1 2017 and held it in 2 quarters. The position peaked at $241K in Q2 2017. 350 funds tracked by Wall St. Rank hold STWD as of Q3 2017.

  • Wright Investors Service reported no remaining Starwood Property Trust position as of Q3 2017 after selling out during the quarter.
  • Wright Investors Service sold 10,755 Starwood Property Trust shares in Q3 2017, an estimated $241K.
  • Wright Investors Service first reported a position in Starwood Property Trust in Q1 2017 and held it in 2 quarters.
  • Wright Investors Service's Starwood Property Trust position peaked at $241K in Q2 2017.
  • 350 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2017.

Based on Wright Investors Service's 13F filing for Q3 2017, filed 30 Oct 2017.