STA
TWO

Summit Trail Advisors’s Two Harbors Investment TWO Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-395
Closed -$25K – 1573
2017
Q4 		$25K Buy
+395
New +$27.6K ﹤0.01% 986

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Trail Advisors's TWO Position: Q1 2018 in Review

Summit Trail Advisors sold out of Two Harbors Investment (TWO) in Q1 2018, closing a stake of 395 shares — an estimated $25K sold.

Summit Trail Advisors first reported a position in TWO in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 269 funds tracked by Wall St. Rank hold TWO as of Q1 2018.

  • Summit Trail Advisors reported no remaining Two Harbors Investment position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 395 Two Harbors Investment shares in Q1 2018, an estimated $25K.
  • Summit Trail Advisors first reported a position in Two Harbors Investment in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Two Harbors Investment position peaked at $25K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.