LifePlan Financial Group’s Two Harbors Investment TWO Stock Holding History

LifePlan Financial Group’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
2020 Q3	$0	Hold	9	–	–	﹤0.01%	599
2020 Q2	$0	Hold	9	–	–	﹤0.01%	589
2020 Q1	$0	Sell	9 -19	-68%	-$970	﹤0.01%	576
2019 Q4	$2K	Hold	28	–	–	﹤0.01%	519
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	535
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	532
2019 Q1	$2K	Sell	28 -25	-47%	-$1.4K	﹤0.01%	517
2018 Q4	$3K	Hold	53	–	–	﹤0.01%	486
2018 Q3	$3K	Hold	53	–	–	﹤0.01%	488
2018 Q2	$3K	Hold	53	–	–	﹤0.01%	474
2018 Q1	$3K	Buy	+53	New	+$3.25K	﹤0.01%	457
2014 Q2	–	Sell	-78	Closed	-$6K	–	206
2014 Q1	$6K	Hold	78	–	–	﹤0.01%	205
2013 Q4	$6K	Hold	78	–	–	﹤0.01%	189
2013 Q3	$6K	Hold	78	–	–	﹤0.01%	170
2013 Q2	$6K	Buy	+78	New	+$7.16K	0.01%	139

Other funds holding TWO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's TWO Position: Q3 2020 in Review

LifePlan Financial Group held its Two Harbors Investment (TWO) position steady in Q3 2020 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #599.

LifePlan Financial Group first reported a position in TWO in Q2 2013 and has held it in 15 quarters since. The position peaked at $6K in Q1 2014. 253 funds tracked by Wall St. Rank hold TWO as of Q3 2020.

LifePlan Financial Group held 9 shares of Two Harbors Investment worth $0 as of Q3 2020.
LifePlan Financial Group left its Two Harbors Investment share count unchanged in Q3 2020.
Two Harbors Investment made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #599 holding.
LifePlan Financial Group first reported a position in Two Harbors Investment in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Two Harbors Investment position peaked at $6K in Q1 2014.
253 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.