GWA
TWO

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

Genesis 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
2015
Q2 		$34.1K Hold
438
– – 0.03% 225
2015
Q1 		$37.2K Hold
438
– – 0.03% 223
2014
Q4 		$36.5K Buy
+438
New +$35.6K 0.03% 246

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Genesis Wealth Advisors's TWO Position: Q2 2015 in Review

Genesis Wealth Advisors held its Two Harbors Investment (TWO) position steady in Q2 2015 at 438 shares worth $34.1K. The position accounts for 0.03% of the portfolio, ranked #225.

Genesis Wealth Advisors first reported a position in TWO in Q4 2014 and has held it in 3 quarters since. The position peaked at $37.2K in Q1 2015. 277 funds tracked by Wall St. Rank hold TWO as of Q2 2015.

  • Genesis Wealth Advisors held 438 shares of Two Harbors Investment worth $34.1K as of Q2 2015.
  • Genesis Wealth Advisors left its Two Harbors Investment share count unchanged in Q2 2015.
  • Two Harbors Investment made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #225 holding.
  • Genesis Wealth Advisors first reported a position in Two Harbors Investment in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Two Harbors Investment position peaked at $37.2K in Q1 2015.
  • 277 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.