GWM
TWO

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

Gupta 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
2016
Q1 		– Sell
-183
Closed -$12K – 1281
2015
Q4 		$12K Hold
183
– – ﹤0.01% 841
2015
Q3 		$13K Hold
183
– – ﹤0.01% 854
2015
Q2 		$14K Sell
183
-18
-9% -$1.51K ﹤0.01% 829
2015
Q1 		$17K Buy
+201
New +$16.7K 0.01% 644

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 $10.5B AUM 30.38% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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 $2.3T AUM 54.33% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Analytic Investors Los Angeles, California $8.93B AUM 13.54% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Gupta Wealth Management's TWO Position: Q1 2016 in Review

Gupta Wealth Management sold out of Two Harbors Investment (TWO) in Q1 2016, closing a stake of 183 shares — an estimated $12K sold.

Gupta Wealth Management first reported a position in TWO in Q1 2015 and held it in 4 quarters. The position peaked at $17K in Q1 2015. 274 funds tracked by Wall St. Rank hold TWO as of Q1 2016.

  • Gupta Wealth Management reported no remaining Two Harbors Investment position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 183 Two Harbors Investment shares in Q1 2016, an estimated $12K.
  • Gupta Wealth Management first reported a position in Two Harbors Investment in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Two Harbors Investment position peaked at $17K in Q1 2015.
  • 274 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.