LW
TWO

Linscomb Wealth’s Two Harbors Investment TWO Stock Holding History

Linscomb Wealth’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
2017
Q4 		– Sell
-1,287
Closed -$104K – 279
2017
Q3 		$104K Buy
1,287
+28
+2% +$2.24K 0.01% 261
2017
Q2 		$100K Buy
+1,259
New +$101K 0.01% 246
2016
Q4 		– Sell
-1,277
Closed -$87K – 268
2016
Q3 		$87K Buy
1,277
+25
+2% +$1.76K 0.01% 247
2016
Q2 		$86K Buy
+1,252
New +$82.4K 0.01% 248
2015
Q4 		– Sell
-1,291
Closed -$91K – 265
2015
Q3 		$91K Buy
1,291
+22
+2% +$1.71K 0.01% 257
2015
Q2 		$99K Sell
1,269
-1,755
-58% -$148K 0.01% 264
2015
Q1 		$257K Buy
3,024
+66
+2% +$5.48K 0.03% 232
2014
Q4 		$237K Buy
2,958
+46
+2% +$3.74K 0.03% 246
2014
Q3 		$225K Buy
2,912
+43
+1% +$3.57K 0.02% 260
2014
Q2 		$241K Sell
2,869
-23
-0.8% -$1.91K 0.03% 240
2014
Q1 		$237K Buy
2,892
+188
+7% +$15.1K 0.03% 244
2013
Q4 		$201K Buy
2,704
+201
+8% +$15.1K 0.02% 221
2013
Q3 		$194K Buy
2,503
+557
+29% +$43.7K 0.03% 228
2013
Q2 		$160K Buy
+1,946
New +$179K 0.02% 224

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Linscomb Wealth's TWO Position: Q4 2017 in Review

Linscomb Wealth sold out of Two Harbors Investment (TWO) in Q4 2017, closing a stake of 1,287 shares — an estimated $104K sold.

Linscomb Wealth first reported a position in TWO in Q2 2013 and held it in 14 quarters. The position peaked at $257K in Q1 2015. 274 funds tracked by Wall St. Rank hold TWO as of Q4 2017.

  • Linscomb Wealth reported no remaining Two Harbors Investment position as of Q4 2017 after selling out during the quarter.
  • Linscomb Wealth sold 1,287 Two Harbors Investment shares in Q4 2017, an estimated $104K.
  • Linscomb Wealth first reported a position in Two Harbors Investment in Q2 2013 and held it in 14 quarters.
  • Linscomb Wealth's Two Harbors Investment position peaked at $257K in Q1 2015.
  • 274 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2017.

Based on Linscomb Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.