KA
TWO

Klingman & Associates’s Two Harbors Investment TWO Stock Holding History

Klingman & Associates’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
Q1 		– Sell
-192
Closed -$15K – 385
2014
Q4 		$15K Buy
+192
New +$15.6K 0.01% 260

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Klingman & Associates's TWO Position: Q1 2015 in Review

Klingman & Associates sold out of Two Harbors Investment (TWO) in Q1 2015, closing a stake of 192 shares — an estimated $15K sold.

Klingman & Associates first reported a position in TWO in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 269 funds tracked by Wall St. Rank hold TWO as of Q1 2015.

  • Klingman & Associates reported no remaining Two Harbors Investment position as of Q1 2015 after selling out during the quarter.
  • Klingman & Associates sold 192 Two Harbors Investment shares in Q1 2015, an estimated $15K.
  • Klingman & Associates first reported a position in Two Harbors Investment in Q4 2014 and held it in 1 quarter.
  • Klingman & Associates's Two Harbors Investment position peaked at $15K in Q4 2014.
  • 269 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2015.

Based on Klingman & Associates's 13F filing for Q1 2015, filed 9 Feb 2016.