LP
TWOU

LGL Partners’s 2U Inc TWOU Stock Holding History

LGL Partners’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
2017
Q3 		– Sell
-327
Closed -$460K – 89
2017
Q2 		$460K Hold
327
– – 0.25% 50
2017
Q1 		$389K Hold
327
– – 0.2% 58
2016
Q4 		$295K Hold
327
– – 0.16% 74
2016
Q3 		$367K Hold
327
– – 0.19% 61
2016
Q2 		$315K Hold
327
– – 0.17% 72
2016
Q1 		$221K Hold
327
– – 0.11% 93
2015
Q4 		$274K Buy
+327
New +$245K 0.15% 74

Other funds holding TWOU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

LGL Partners's TWOU Position: Q3 2017 in Review

LGL Partners sold out of 2U Inc (TWOU) in Q3 2017, closing a stake of 327 shares — an estimated $460K sold.

LGL Partners first reported a position in TWOU in Q4 2015 and held it in 7 quarters. The position peaked at $460K in Q2 2017. 168 funds tracked by Wall St. Rank hold TWOU as of Q3 2017.

  • LGL Partners reported no remaining 2U Inc position as of Q3 2017 after selling out during the quarter.
  • LGL Partners sold 327 2U Inc shares in Q3 2017, an estimated $460K.
  • LGL Partners first reported a position in 2U Inc in Q4 2015 and held it in 7 quarters.
  • LGL Partners's 2U Inc position peaked at $460K in Q2 2017.
  • 168 funds tracked by Wall St. Rank held 2U Inc as of Q3 2017.

Based on LGL Partners's 13F filing for Q3 2017, filed 14 Nov 2017.