CIC
TWO

Crawford Investment Counsel’s Two Harbors Investment TWO Stock Holding History

Crawford Investment Counsel’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
Q1 		– Sell
-56,373
Closed -$3.3M – 276
2019
Q4 		$3.3M Buy
56,373
+6,679
+13% +$379K 0.09% 136
2019
Q3 		$2.61M Buy
49,694
+3,818
+8% +$201K 0.07% 138
2019
Q2 		$2.33M Buy
45,876
+847
+2% +$44.5K 0.07% 146
2019
Q1 		$2.44M Buy
45,029
+2,828
+7% +$158K 0.07% 144
2018
Q4 		$2.17M Buy
42,201
+2,596
+7% +$148K 0.07% 134
2018
Q3 		$2.37M Buy
39,605
+12,491
+46% +$778K 0.07% 138
2018
Q2 		$1.71M Buy
27,114
+2,224
+9% +$139K 0.05% 142
2018
Q1 		$1.53M Buy
24,890
+2,021
+9% +$124K 0.05% 148
2017
Q4 		$1.49M Buy
22,869
+7,316
+47% +$512K 0.05% 145
2017
Q3 		$1.25M Sell
15,553
-11,785
-43% -$942K 0.04% 152
2017
Q2 		$2.17M Buy
27,338
+1,549
+6% +$124K 0.07% 122
2017
Q1 		$1.98M Buy
25,789
+766
+3% +$55.9K 0.07% 126
2016
Q4 		$1.75M Buy
25,023
+5,079
+25% +$346K 0.06% 133
2016
Q3 		$1.36M Buy
19,944
+641
+3% +$45.1K 0.05% 144
2016
Q2 		$1.32M Buy
19,303
+755
+4% +$49.7K 0.05% 139
2016
Q1 		$1.18M Buy
18,548
+638
+4% +$39.5K 0.05% 146
2015
Q4 		$1.16M Buy
17,910
+6,574
+58% +$449K 0.05% 136
2015
Q3 		$800K Buy
11,336
+6,247
+123% +$486K 0.03% 160
2015
Q2 		$397K Buy
+5,089
New +$428K 0.02% 203

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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

Crawford Investment Counsel's TWO Position: Q1 2020 in Review

Crawford Investment Counsel sold out of Two Harbors Investment (TWO) in Q1 2020, closing a stake of 56,373 shares — an estimated $3.3M sold.

Crawford Investment Counsel first reported a position in TWO in Q2 2015 and held it in 19 quarters. The position peaked at $3.3M in Q4 2019. 309 funds tracked by Wall St. Rank hold TWO as of Q1 2020.

  • Crawford Investment Counsel reported no remaining Two Harbors Investment position as of Q1 2020 after selling out during the quarter.
  • Crawford Investment Counsel sold 56,373 Two Harbors Investment shares in Q1 2020, an estimated $3.3M.
  • Crawford Investment Counsel first reported a position in Two Harbors Investment in Q2 2015 and held it in 19 quarters.
  • Crawford Investment Counsel's Two Harbors Investment position peaked at $3.3M in Q4 2019.
  • 309 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2020.

Based on Crawford Investment Counsel's 13F filing for Q1 2020, filed 15 May 2020.