EWP
TWO

Edmunds White Partners’s Two Harbors Investment TWO Stock Holding History

Edmunds White 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
2014
Q3 		– Sell
-9,058
Closed -$759K – 56
2014
Q2 		$759K Sell
9,058
-436
-5% -$36.2K 1.28% 26
2014
Q1 		$779K Buy
+9,494
New +$765K 1.07% 25
2013
Q4 		– Sell
-12,838
Closed -$997K – 44
2013
Q3 		$997K Buy
12,838
+5,568
+77% +$437K 1.65% 21
2013
Q2 		$611K Buy
+7,270
New +$667K 0.99% 28

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Edmunds White Partners's TWO Position: Q3 2014 in Review

Edmunds White Partners sold out of Two Harbors Investment (TWO) in Q3 2014, closing a stake of 9,058 shares — an estimated $759K sold.

Edmunds White Partners first reported a position in TWO in Q2 2013 and held it in 4 quarters. The position peaked at $997K in Q3 2013. 286 funds tracked by Wall St. Rank hold TWO as of Q3 2014.

  • Edmunds White Partners reported no remaining Two Harbors Investment position as of Q3 2014 after selling out during the quarter.
  • Edmunds White Partners sold 9,058 Two Harbors Investment shares in Q3 2014, an estimated $759K.
  • Edmunds White Partners first reported a position in Two Harbors Investment in Q2 2013 and held it in 4 quarters.
  • Edmunds White Partners's Two Harbors Investment position peaked at $997K in Q3 2013.
  • 286 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.