WAM
TWO

Wealthspire Advisors (Maryland)’s Two Harbors Investment TWO Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-661
Closed -$36K – 1926
2019
Q1 		$36K Buy
661
+40
+6% +$2.24K ﹤0.01% 1043
2018
Q4 		$32K Sell
621
-634
-51% -$36.1K ﹤0.01% 1034
2018
Q3 		$75K Sell
1,255
-384
-23% -$23.9K 0.01% 810
2018
Q2 		$104K Sell
1,639
-8
-0.5% -$501 0.01% 692
2018
Q1 		$101K Buy
1,647
+1,129
+218% +$69.3K 0.01% 710
2017
Q4 		$34K Sell
518
-1
-0.2% -$70 ﹤0.01% 1154
2017
Q3 		$42K Sell
519
-12
-2% -$959 ﹤0.01% 1043
2017
Q2 		$42K Buy
531
+7
+1% +$560 0.01% 1011
2017
Q1 		$40K Buy
524
+53
+11% +$3.87K 0.01% 861
2016
Q4 		$33K Buy
471
+71
+18% +$4.83K ﹤0.01% 882
2016
Q3 		$27K Hold
400
– – ﹤0.01% 973
2016
Q2 		$27K Buy
400
+250
+167% +$16.5K ﹤0.01% 901
2016
Q1 		$10K Sell
150
-6
-4% -$371 ﹤0.01% 1195
2015
Q4 		$10K Buy
+156
New +$10.6K ﹤0.01% 1202

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TWO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Two Harbors Investment (TWO) in Q2 2019, closing a stake of 661 shares — an estimated $36K sold.

Wealthspire Advisors (Maryland) first reported a position in TWO in Q4 2015 and held it in 14 quarters. The position peaked at $104K in Q2 2018. 303 funds tracked by Wall St. Rank hold TWO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Two Harbors Investment position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 661 Two Harbors Investment shares in Q2 2019, an estimated $36K.
  • Wealthspire Advisors (Maryland) first reported a position in Two Harbors Investment in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Two Harbors Investment position peaked at $104K in Q2 2018.
  • 303 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.