Schwarz Dygos Wheeler Investment Advisors’s Two Harbors Investment TWO Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q4	–	Sell	-9,562	Closed	-$502K	–	88
2019 Q3	$502K	Sell	9,562 -469	-5%	-$24.7K	0.4%	45
2019 Q2	$508K	Sell	10,031 -12	-0.1%	-$630	0.42%	44
2019 Q1	$544K	Sell	10,043 -118	-1%	-$6.61K	0.47%	42
2018 Q4	$522K	Buy	+10,161	New	+$579K	0.56%	40

Other funds holding TWO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

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

Schwarz Dygos Wheeler Investment Advisors's TWO Position: Q4 2019 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Two Harbors Investment (TWO) in Q4 2019, closing a stake of 9,562 shares — an estimated $502K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in TWO in Q4 2018 and held it in 4 quarters. The position peaked at $544K in Q1 2019. 308 funds tracked by Wall St. Rank hold TWO as of Q4 2019.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Two Harbors Investment position as of Q4 2019 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 9,562 Two Harbors Investment shares in Q4 2019, an estimated $502K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Two Harbors Investment in Q4 2018 and held it in 4 quarters.
Schwarz Dygos Wheeler Investment Advisors's Two Harbors Investment position peaked at $544K in Q1 2019.
308 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2019.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.