EFS
TWO

Essex Financial Services’s Two Harbors Investment TWO Stock Holding History

Essex Financial Services’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
-2,536
Closed -$148K – 277
2019
Q4 		$148K Buy
+2,536
New +$144K 0.04% 262
2017
Q4 		– Sell
-1,763
Closed -$142K – 294
2017
Q3 		$142K Hold
1,763
– – 0.03% 274
2017
Q2 		$140K Buy
1,763
+63
+4% +$5.04K 0.03% 343
2017
Q1 		$130K Hold
1,700
– – 0.03% 319
2016
Q4 		$119K Hold
1,700
– – 0.03% 318
2016
Q3 		$116K Hold
1,700
– – 0.03% 302
2016
Q2 		$116K Hold
1,700
– – 0.03% 297
2016
Q1 		$108K Hold
1,700
– – 0.03% 305
2015
Q4 		$110K Sell
1,700
-2,253
-57% -$154K 0.03% 315
2015
Q3 		$279K Buy
3,953
+419
+12% +$32.6K 0.07% 246
2015
Q2 		$275K Buy
3,534
+584
+20% +$49.1K 0.07% 249
2015
Q1 		$251K Sell
2,950
-113
-4% -$9.38K 0.06% 265
2014
Q4 		$245K Hold
3,063
– – 0.06% 266
2014
Q3 		$237K Sell
3,063
-287
-9% -$23.8K 0.07% 257
2014
Q2 		$281K Hold
3,350
– – 0.08% 234
2014
Q1 		$275K Sell
3,350
-1,088
-25% -$87.7K 0.09% 227
2013
Q4 		$329K Sell
4,438
-64
-1% -$4.8K 0.11% 191
2013
Q3 		$350 Buy
4,502
+889
+25% +$69.8K 0.11% 170
2013
Q2 		$296K Buy
+3,613
New +$332K 0.1% 190

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

Essex Financial Services's TWO Position: Q1 2020 in Review

Essex Financial Services sold out of Two Harbors Investment (TWO) in Q1 2020, closing a stake of 2,536 shares — an estimated $148K sold.

Essex Financial Services first reported a position in TWO in Q2 2013 and held it in 19 quarters. The position peaked at $329K in Q4 2013. 309 funds tracked by Wall St. Rank hold TWO as of Q1 2020.

  • Essex Financial Services reported no remaining Two Harbors Investment position as of Q1 2020 after selling out during the quarter.
  • Essex Financial Services sold 2,536 Two Harbors Investment shares in Q1 2020, an estimated $148K.
  • Essex Financial Services first reported a position in Two Harbors Investment in Q2 2013 and held it in 19 quarters.
  • Essex Financial Services's Two Harbors Investment position peaked at $329K in Q4 2013.
  • 309 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2020.

Based on Essex Financial Services's 13F filing for Q1 2020, filed 15 May 2020.