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ZWJ Investment Counsel’s Starwood Property Trust STWD Stock Holding History

ZWJ Investment Counsel’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
Q1 		– Sell
-13,950
Closed -$298K – 259
2017
Q4 		$298K Sell
13,950
-1,800
-11% -$39K 0.02% 228
2017
Q3 		$342K Hold
15,750
– – 0.03% 201
2017
Q2 		$353K Sell
15,750
-50
-0.3% -$1.12K 0.03% 204
2017
Q1 		$357K Buy
+15,800
New +$357K 0.03% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ZWJ Investment Counsel's STWD Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of Starwood Property Trust (STWD) in Q1 2018, closing a stake of 13,950 shares — an estimated $298K sold.

ZWJ Investment Counsel first reported a position in STWD in Q1 2017 and held it in 4 quarters. The position peaked at $357K in Q1 2017. 367 funds tracked by Wall St. Rank hold STWD as of Q1 2018.

  • ZWJ Investment Counsel reported no remaining Starwood Property Trust position as of Q1 2018 after selling out during the quarter.
  • ZWJ Investment Counsel sold 13,950 Starwood Property Trust shares in Q1 2018, an estimated $298K.
  • ZWJ Investment Counsel first reported a position in Starwood Property Trust in Q1 2017 and held it in 4 quarters.
  • ZWJ Investment Counsel's Starwood Property Trust position peaked at $357K in Q1 2017.
  • 367 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.