STA
TWOU

Summit Trail Advisors’s 2U Inc TWOU Stock Holding History

Summit Trail Advisors’s Portfolio TWOU Stock Details TWOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-500
Closed -$746K – 136
2018
Q4 		$746K Sell
500
-110
-18% -$193K 0.26% 43
2018
Q3 		$1.38M Sell
610
-145
-19% -$359K 0.3% 50
2018
Q2 		$1.89M Buy
755
+508
+206% +$1.35M 0.66% 23
2018
Q1 		$603K Buy
247
+32
+15% +$74K 0.1% 187
2017
Q4 		$468K Buy
+215
New +$404K 0.06% 238

Other funds holding TWOU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Summit Trail Advisors's TWOU Position: Q1 2019 in Review

Summit Trail Advisors sold out of 2U Inc (TWOU) in Q1 2019, closing a stake of 500 shares — an estimated $746K sold.

Summit Trail Advisors first reported a position in TWOU in Q4 2017 and held it in 5 quarters. The position peaked at $1.89M in Q2 2018. 216 funds tracked by Wall St. Rank hold TWOU as of Q1 2019.

  • Summit Trail Advisors reported no remaining 2U Inc position as of Q1 2019 after selling out during the quarter.
  • Summit Trail Advisors sold 500 2U Inc shares in Q1 2019, an estimated $746K.
  • Summit Trail Advisors first reported a position in 2U Inc in Q4 2017 and held it in 5 quarters.
  • Summit Trail Advisors's 2U Inc position peaked at $1.89M in Q2 2018.
  • 216 funds tracked by Wall St. Rank held 2U Inc as of Q1 2019.

Based on Summit Trail Advisors's 13F filing for Q1 2019, filed 16 May 2019.