YorkBridge Wealth Partners’s Starwood Property Trust STWD Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-950	Closed	-$22K	–	579
2019 Q2	$22K	Buy	950 +360	+61%	+$8.17K	0.01%	461
2019 Q1	$13K	Buy	590 +550	+1,375%	+$12K	0.01%	536
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	721
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	739
2018 Q2	$1K	Buy	+40	New	+$861	﹤0.01%	832
2018 Q1	–	Sell	-300	Closed	-$6K	–	877
2017 Q4	$6K	Buy	+300	New	+$6.5K	﹤0.01%	691

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

NSLI

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

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

YorkBridge Wealth Partners's STWD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Starwood Property Trust (STWD) in Q3 2019, closing a stake of 950 shares — an estimated $22K sold.

YorkBridge Wealth Partners first reported a position in STWD in Q4 2017 and held it in 6 quarters. The position peaked at $22K in Q2 2019. 430 funds tracked by Wall St. Rank hold STWD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Starwood Property Trust position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 950 Starwood Property Trust shares in Q3 2019, an estimated $22K.
YorkBridge Wealth Partners first reported a position in Starwood Property Trust in Q4 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's Starwood Property Trust position peaked at $22K in Q2 2019.
430 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.