United Capital Financial Advisors’s Two Harbors Investment TWO Stock Holding History

United Capital Financial 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	-8,963	Closed	-$471K	–	1427
2019 Q3	$471K	Buy	8,963 +268	+3%	+$14.1K	﹤0.01%	968
2019 Q2	$441K	Sell	8,695 -779	-8%	-$40.9K	﹤0.01%	1088
2019 Q1	$513K	Sell	9,474 -50	-0.5%	-$2.8K	﹤0.01%	972
2018 Q4	$489K	Buy	9,524 +477	+5%	+$27.2K	﹤0.01%	926
2018 Q3	$540K	Buy	+9,047	New	+$564K	﹤0.01%	951
2014 Q1	–	Sell	-1,870	Closed	-$139K	–	943
2013 Q4	$139K	Buy	1,870 +79	+4%	+$5.92K	﹤0.01%	619
2013 Q3	$139K	Buy	+1,791	New	+$141K	﹤0.01%	657

Other funds holding TWO

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

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

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

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

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

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

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

United Capital Financial Advisors's TWO Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Two Harbors Investment (TWO) in Q4 2019, closing a stake of 8,963 shares — an estimated $471K sold.

United Capital Financial Advisors first reported a position in TWO in Q3 2013 and held it in 7 quarters. The position peaked at $540K in Q3 2018. 308 funds tracked by Wall St. Rank hold TWO as of Q4 2019.

United Capital Financial Advisors reported no remaining Two Harbors Investment position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 8,963 Two Harbors Investment shares in Q4 2019, an estimated $471K.
United Capital Financial Advisors first reported a position in Two Harbors Investment in Q3 2013 and held it in 7 quarters.
United Capital Financial Advisors's Two Harbors Investment position peaked at $540K in Q3 2018.
308 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.