FFA
TWO

First Foundation Advisors’s Two Harbors Investment TWO Stock Holding History

First Foundation 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
2014
Q4 		– Sell
-1,955
Closed -$151K – 265
2014
Q3 		$151K Buy
1,955
+375
+24% +$31.2K 0.02% 215
2014
Q2 		$132K Hold
1,580
– – 0.01% 223
2014
Q1 		$130K Buy
+1,580
New +$127K 0.02% 184

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Foundation Advisors's TWO Position: Q4 2014 in Review

First Foundation Advisors sold out of Two Harbors Investment (TWO) in Q4 2014, closing a stake of 1,955 shares — an estimated $151K sold.

First Foundation Advisors first reported a position in TWO in Q1 2014 and held it in 3 quarters. The position peaked at $151K in Q3 2014. 285 funds tracked by Wall St. Rank hold TWO as of Q4 2014.

  • First Foundation Advisors reported no remaining Two Harbors Investment position as of Q4 2014 after selling out during the quarter.
  • First Foundation Advisors sold 1,955 Two Harbors Investment shares in Q4 2014, an estimated $151K.
  • First Foundation Advisors first reported a position in Two Harbors Investment in Q1 2014 and held it in 3 quarters.
  • First Foundation Advisors's Two Harbors Investment position peaked at $151K in Q3 2014.
  • 285 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2014.

Based on First Foundation Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.