LFA
TWO

Legacy Financial Advisors’s Two Harbors Investment TWO Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-181
Closed -$9K – 1155
2018
Q4 		$9K Hold
181
– – ﹤0.01% 598
2018
Q3 		$10K Buy
+181
New +$11.3K ﹤0.01% 529

Other funds holding TWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Legacy Financial Advisors's TWO Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Two Harbors Investment (TWO) in Q1 2019, closing a stake of 181 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in TWO in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 337 funds tracked by Wall St. Rank hold TWO as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Two Harbors Investment position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 181 Two Harbors Investment shares in Q1 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Two Harbors Investment in Q3 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Two Harbors Investment position peaked at $10K in Q3 2018.
  • 337 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.