SHJ
TWO

Sharkey, Howes & Javer’s Two Harbors Investment TWO Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-516
Closed -$40K – 227
2017
Q1 		$40K Hold
516
– – 0.02% 105
2016
Q4 		$36K Hold
516
– – 0.02% 115
2016
Q3 		$35K Hold
516
– – 0.02% 113
2016
Q2 		$35K Hold
516
– – 0.02% 112
2016
Q1 		$33K Hold
516
– – 0.02% 119
2015
Q4 		$33K Hold
516
– – 0.02% 128
2015
Q3 		$39K Hold
516
– – 0.03% 110
2015
Q2 		$40K Buy
516
+125
+32% +$10.5K 0.03% 97
2015
Q1 		$33K Buy
+391
New +$32.4K 0.02% 133

Other funds holding TWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return