Kovack Advisors’s 2U Inc TWOU Stock Holding History

Kovack Advisors’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 Q2	–	Sell	-153	Closed	-$384K	–	545
2018 Q1	$384K	Buy	153 +48	+46%	+$111K	0.1%	248
2017 Q4	$204K	Buy	+105	New	+$197K	0.05%	405

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

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

TCM

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

Kovack Advisors's TWOU Position: Q2 2018 in Review

Kovack Advisors sold out of 2U Inc (TWOU) in Q2 2018, closing a stake of 153 shares — an estimated $384K sold.

Kovack Advisors first reported a position in TWOU in Q4 2017 and held it in 2 quarters. The position peaked at $384K in Q1 2018. 238 funds tracked by Wall St. Rank hold TWOU as of Q2 2018.

Kovack Advisors reported no remaining 2U Inc position as of Q2 2018 after selling out during the quarter.
Kovack Advisors sold 153 2U Inc shares in Q2 2018, an estimated $384K.
Kovack Advisors first reported a position in 2U Inc in Q4 2017 and held it in 2 quarters.
Kovack Advisors's 2U Inc position peaked at $384K in Q1 2018.
238 funds tracked by Wall St. Rank held 2U Inc as of Q2 2018.

Based on Kovack Advisors's 13F filing for Q2 2018, filed 1 Aug 2018.