SWM
TWO

Stockman Wealth Management’s Two Harbors Investment TWO Stock Holding History

Stockman Wealth Management’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
2018
Q3 		– Sell
-3,063
Closed -$194K – 159
2018
Q2 		$194K Hold
3,063
– – 0.09% 140
2018
Q1 		$188K Hold
3,063
– – 0.09% 139
2017
Q4 		$199K Hold
3,063
– – 0.09% 142
2017
Q3 		$247K Hold
3,063
– – 0.12% 124
2017
Q2 		$243K Hold
3,063
– – 0.24% 99
2017
Q1 		$238K Hold
3,063
– – 0.14% 116
2016
Q4 		$214K Hold
3,063
– – 0.13% 114
2016
Q3 		$209K Buy
+3,063
New +$216K 0.13% 117

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stockman Wealth Management's TWO Position: Q3 2018 in Review

Stockman Wealth Management sold out of Two Harbors Investment (TWO) in Q3 2018, closing a stake of 3,063 shares — an estimated $194K sold.

Stockman Wealth Management first reported a position in TWO in Q3 2016 and held it in 8 quarters. The position peaked at $247K in Q3 2017. 305 funds tracked by Wall St. Rank hold TWO as of Q3 2018.

  • Stockman Wealth Management reported no remaining Two Harbors Investment position as of Q3 2018 after selling out during the quarter.
  • Stockman Wealth Management sold 3,063 Two Harbors Investment shares in Q3 2018, an estimated $194K.
  • Stockman Wealth Management first reported a position in Two Harbors Investment in Q3 2016 and held it in 8 quarters.
  • Stockman Wealth Management's Two Harbors Investment position peaked at $247K in Q3 2017.
  • 305 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2018.

Based on Stockman Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.