LFR
TWO

Lehman Financial Resources’s Two Harbors Investment TWO Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-163
Closed -$11K – 325
2015
Q3 		$11K Hold
163
– – 0.01% 301
2015
Q2 		$12K Hold
163
– – 0.01% 297
2015
Q1 		$14K Hold
163
– – 0.01% 290
2014
Q4 		$13K Hold
163
– – 0.01% 278
2014
Q3 		$13K Buy
163
+125
+329% +$10.4K 0.01% 281
2014
Q2 		$3K Hold
38
– – ﹤0.01% 363
2014
Q1 		$3K Hold
38
– – ﹤0.01% 365
2013
Q4 		$3K Hold
38
– – ﹤0.01% 351
2013
Q3 		$3K Hold
38
– – ﹤0.01% 338
2013
Q2 		$3K Buy
+38
New +$3.49K ﹤0.01% 309

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Analytic Investors Los Angeles, California $8.93B AUM 13.54% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Lehman Financial Resources's TWO Position: Q4 2015 in Review

Lehman Financial Resources sold out of Two Harbors Investment (TWO) in Q4 2015, closing a stake of 163 shares — an estimated $11K sold.

Lehman Financial Resources first reported a position in TWO in Q2 2013 and held it in 10 quarters. The position peaked at $14K in Q1 2015. 278 funds tracked by Wall St. Rank hold TWO as of Q4 2015.

  • Lehman Financial Resources reported no remaining Two Harbors Investment position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 163 Two Harbors Investment shares in Q4 2015, an estimated $11K.
  • Lehman Financial Resources first reported a position in Two Harbors Investment in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Two Harbors Investment position peaked at $14K in Q1 2015.
  • 278 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.