AR
TWO

Advisory Research’s Two Harbors Investment TWO Stock Holding History

Advisory Research’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,278
Closed -$333K – 331
2013
Q3 		$333K Hold
4,278
– – ﹤0.01% 281
2013
Q2 		$351K Buy
+4,278
New +$393K ﹤0.01% 276

Other funds holding TWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's TWO Position: Q4 2013 in Review

Advisory Research sold out of Two Harbors Investment (TWO) in Q4 2013, closing a stake of 4,278 shares — an estimated $333K sold.

Advisory Research first reported a position in TWO in Q2 2013 and held it in 2 quarters. The position peaked at $351K in Q2 2013. 255 funds tracked by Wall St. Rank hold TWO as of Q4 2013.

  • Advisory Research reported no remaining Two Harbors Investment position as of Q4 2013 after selling out during the quarter.
  • Advisory Research sold 4,278 Two Harbors Investment shares in Q4 2013, an estimated $333K.
  • Advisory Research first reported a position in Two Harbors Investment in Q2 2013 and held it in 2 quarters.
  • Advisory Research's Two Harbors Investment position peaked at $351K in Q2 2013.
  • 255 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2013.

Based on Advisory Research's 13F filing for Q4 2013, filed 14 Feb 2014.