EFS
TWOU

Essex Financial Services’s 2U Inc TWOU Stock Holding History

Essex Financial Services’s Portfolio TWOU Stock Details TWOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-136
Closed -$344K – 357
2018
Q1 		$344K Hold
136
– – 0.07% 244
2017
Q4 		$264K Hold
136
– – 0.06% 229
2017
Q3 		$229K Buy
+136
New +$205K 0.06% 246

Other funds holding TWOU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Essex Financial Services's TWOU Position: Q2 2018 in Review

Essex Financial Services sold out of 2U Inc (TWOU) in Q2 2018, closing a stake of 136 shares — an estimated $344K sold.

Essex Financial Services first reported a position in TWOU in Q3 2017 and held it in 3 quarters. The position peaked at $344K in Q1 2018. 238 funds tracked by Wall St. Rank hold TWOU as of Q2 2018.

  • Essex Financial Services reported no remaining 2U Inc position as of Q2 2018 after selling out during the quarter.
  • Essex Financial Services sold 136 2U Inc shares in Q2 2018, an estimated $344K.
  • Essex Financial Services first reported a position in 2U Inc in Q3 2017 and held it in 3 quarters.
  • Essex Financial Services's 2U Inc position peaked at $344K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held 2U Inc as of Q2 2018.

Based on Essex Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.