LAM
TWOU

Lebenthal Asset Management’s 2U Inc TWOU Stock Holding History

Lebenthal Asset Management’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
2016
Q4 		– Sell
-14
Closed -$16K – 723
2016
Q3 		$16K Buy
+14
New +$14.6K ﹤0.01% 661

Other funds holding TWOU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Lebenthal Asset Management's TWOU Position: Q4 2016 in Review

Lebenthal Asset Management sold out of 2U Inc (TWOU) in Q4 2016, closing a stake of 14 shares — an estimated $16K sold.

Lebenthal Asset Management first reported a position in TWOU in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 149 funds tracked by Wall St. Rank hold TWOU as of Q4 2016.

  • Lebenthal Asset Management reported no remaining 2U Inc position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 14 2U Inc shares in Q4 2016, an estimated $16K.
  • Lebenthal Asset Management first reported a position in 2U Inc in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's 2U Inc position peaked at $16K in Q3 2016.
  • 149 funds tracked by Wall St. Rank held 2U Inc as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.