IFWM
TWO

Institute for Wealth Management’s Two Harbors Investment TWO Stock Holding History

Institute for 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
2013
Q3 		– Sell
-250
Closed -$21K – 114
2013
Q2 		$21K Buy
+250
New +$22.9K 0.02% 72

Other funds holding TWO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Institute for Wealth Management's TWO Position: Q3 2013 in Review

Institute for Wealth Management sold out of Two Harbors Investment (TWO) in Q3 2013, closing a stake of 250 shares — an estimated $21K sold.

Institute for Wealth Management first reported a position in TWO in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 256 funds tracked by Wall St. Rank hold TWO as of Q3 2013.

  • Institute for Wealth Management reported no remaining Two Harbors Investment position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 250 Two Harbors Investment shares in Q3 2013, an estimated $21K.
  • Institute for Wealth Management first reported a position in Two Harbors Investment in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Two Harbors Investment position peaked at $21K in Q2 2013.
  • 256 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.