EWM
TWO

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

Evercore 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
2018
Q1 		– Sell
-250
Closed -$16K – 758
2017
Q4 		$16K Hold
250
– – ﹤0.01% 760
2017
Q3 		$20K Hold
250
– – ﹤0.01% 716
2017
Q2 		$20K Hold
250
– – ﹤0.01% 724
2017
Q1 		$19K Hold
250
– – ﹤0.01% 761
2016
Q4 		$17K Sell
250
-375
-60% -$25.5K ﹤0.01% 772
2016
Q3 		$43K Buy
625
+375
+150% +$26.4K ﹤0.01% 632
2016
Q2 		$17K Hold
250
– – ﹤0.01% 780
2016
Q1 		$16K Buy
+250
New +$15.5K ﹤0.01% 756

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's TWO Position: Q1 2018 in Review

Evercore Wealth Management sold out of Two Harbors Investment (TWO) in Q1 2018, closing a stake of 250 shares — an estimated $16K sold.

Evercore Wealth Management first reported a position in TWO in Q1 2016 and held it in 8 quarters. The position peaked at $43K in Q3 2016. 269 funds tracked by Wall St. Rank hold TWO as of Q1 2018.

  • Evercore Wealth Management reported no remaining Two Harbors Investment position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 250 Two Harbors Investment shares in Q1 2018, an estimated $16K.
  • Evercore Wealth Management first reported a position in Two Harbors Investment in Q1 2016 and held it in 8 quarters.
  • Evercore Wealth Management's Two Harbors Investment position peaked at $43K in Q3 2016.
  • 269 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.