EWA
TWO

Evolution Wealth Advisors’s Two Harbors Investment TWO Stock Holding History

Evolution Wealth Advisors’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
Q3 		– Sell
-1,000
Closed -$20K – 609
2020
Q2 		$20K Hold
1,000
– – 0.01% 203
2020
Q1 		$15K Hold
1,000
– – 0.01% 178
2019
Q4 		$58K Hold
1,000
– – 0.01% 136
2019
Q3 		$53K Hold
1,000
– – 0.03% 55
2019
Q2 		$51K Hold
1,000
– – 0.02% 83
2019
Q1 		$54K Hold
1,000
– – 0.02% 78
2018
Q4 		$51K Buy
+1,000
New +$57K 0.02% 96

Other funds holding TWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's TWO Position: Q3 2020 in Review

Evolution Wealth Advisors sold out of Two Harbors Investment (TWO) in Q3 2020, closing a stake of 1,000 shares — an estimated $20K sold.

Evolution Wealth Advisors first reported a position in TWO in Q4 2018 and held it in 7 quarters. The position peaked at $58K in Q4 2019. 253 funds tracked by Wall St. Rank hold TWO as of Q3 2020.

  • Evolution Wealth Advisors reported no remaining Two Harbors Investment position as of Q3 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,000 Two Harbors Investment shares in Q3 2020, an estimated $20K.
  • Evolution Wealth Advisors first reported a position in Two Harbors Investment in Q4 2018 and held it in 7 quarters.
  • Evolution Wealth Advisors's Two Harbors Investment position peaked at $58K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2020.

Based on Evolution Wealth Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.