Independent Advisor Alliance’s 2U Inc TWOU Stock Holding History

Independent Advisor Alliance’s Portfolio TWOU Stock Details TWOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-103	Closed	-$255K	–	415
2018 Q2	$255K	Buy	+103	New	+$273K	0.05%	274

Other funds holding TWOU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Independent Advisor Alliance's TWOU Position: Q3 2018 in Review

Independent Advisor Alliance sold out of 2U Inc (TWOU) in Q3 2018, closing a stake of 103 shares — an estimated $255K sold.

Independent Advisor Alliance first reported a position in TWOU in Q2 2018 and held it in 1 quarter. The position peaked at $255K in Q2 2018. 210 funds tracked by Wall St. Rank hold TWOU as of Q3 2018.

Independent Advisor Alliance reported no remaining 2U Inc position as of Q3 2018 after selling out during the quarter.
Independent Advisor Alliance sold 103 2U Inc shares in Q3 2018, an estimated $255K.
Independent Advisor Alliance first reported a position in 2U Inc in Q2 2018 and held it in 1 quarter.
Independent Advisor Alliance's 2U Inc position peaked at $255K in Q2 2018.
210 funds tracked by Wall St. Rank held 2U Inc as of Q3 2018.

Based on Independent Advisor Alliance's 13F filing for Q3 2018, filed 13 Nov 2018.