BWM
TWO

BerganKDV Wealth Management’s Two Harbors Investment TWO Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-43
Closed -$1K – 1095
2020
Q1 		$1K Hold
43
– – ﹤0.01% 886
2019
Q4 		$3K Buy
+43
New +$2.44K ﹤0.01% 726

Other funds holding TWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

BerganKDV Wealth Management's TWO Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Two Harbors Investment (TWO) in Q2 2020, closing a stake of 43 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in TWO in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 263 funds tracked by Wall St. Rank hold TWO as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Two Harbors Investment position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 43 Two Harbors Investment shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Two Harbors Investment in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Two Harbors Investment position peaked at $3K in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.