BRWM
TWO

B. Riley Wealth Management’s Two Harbors Investment TWO Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-188
Closed -$14K – 704
2015
Q2 		$14K Sell
188
-25
-12% -$2.1K 0.01% 680
2015
Q1 		$18K Sell
213
-125
-37% -$10.4K 0.01% 640
2014
Q4 		$27K Sell
338
-225
-40% -$18.3K 0.02% 514
2014
Q3 		$43K Buy
563
+125
+29% +$10.4K 0.03% 448
2014
Q2 		$36K Buy
438
+125
+40% +$10.4K 0.02% 534
2014
Q1 		$26K Buy
+313
New +$25.2K 0.02% 581

Other funds holding TWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

B. Riley Wealth Management's TWO Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Two Harbors Investment (TWO) in Q3 2015, closing a stake of 188 shares — an estimated $14K sold.

B. Riley Wealth Management first reported a position in TWO in Q1 2014 and held it in 6 quarters. The position peaked at $43K in Q3 2014. 278 funds tracked by Wall St. Rank hold TWO as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Two Harbors Investment position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 188 Two Harbors Investment shares in Q3 2015, an estimated $14K.
  • B. Riley Wealth Management first reported a position in Two Harbors Investment in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Two Harbors Investment position peaked at $43K in Q3 2014.
  • 278 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.