IWP
TWO

Icon Wealth Partners’s Two Harbors Investment TWO Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-763
Closed -$41K – 723
2019
Q1 		$41K Buy
+763
New +$42.7K 0.02% 393
2018
Q3 		– Sell
-763
Closed -$48K – 694
2018
Q2 		$48K Buy
+763
New +$47.8K 0.02% 396
2018
Q1 		– Sell
-763
Closed -$50K – 692
2017
Q4 		$50K Buy
+763
New +$53.4K 0.02% 418

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icon Wealth Partners's TWO Position: Q2 2019 in Review

Icon Wealth Partners sold out of Two Harbors Investment (TWO) in Q2 2019, closing a stake of 763 shares — an estimated $41K sold.

Icon Wealth Partners first reported a position in TWO in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q4 2017. 303 funds tracked by Wall St. Rank hold TWO as of Q2 2019.

  • Icon Wealth Partners reported no remaining Two Harbors Investment position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 763 Two Harbors Investment shares in Q2 2019, an estimated $41K.
  • Icon Wealth Partners first reported a position in Two Harbors Investment in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Two Harbors Investment position peaked at $50K in Q4 2017.
  • 303 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.