APP
TWO

Avantax Planning Partners’s Two Harbors Investment TWO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-223
Closed -$13K – 1127
2018
Q3 		$13K Buy
+223
New +$13.9K ﹤0.01% 820
2018
Q2 		– Sell
-114
Closed -$7K – 1391
2018
Q1 		$7K Buy
+114
New +$7K ﹤0.01% 1223

Other funds holding TWO

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avantax Planning Partners's TWO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Two Harbors Investment (TWO) in Q4 2018, closing a stake of 223 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in TWO in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 313 funds tracked by Wall St. Rank hold TWO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Two Harbors Investment position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 223 Two Harbors Investment shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Two Harbors Investment in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Two Harbors Investment position peaked at $13K in Q3 2018.
  • 313 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.