WAS
TWO

Winch Advisory Services’s Two Harbors Investment TWO Stock Holding History

Winch Advisory Services’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
2020
Q4 		– Sell
-80
Closed -$2K – 458
2020
Q3 		$2K Buy
80
+2
+3% +$42 ﹤0.01% 346
2020
Q2 		$2K Buy
78
+1
+1% +$19 ﹤0.01% 344
2020
Q1 		$1K Buy
77
+2
+3% +$102 ﹤0.01% 326
2019
Q4 		$4K Buy
75
+2
+3% +$113 ﹤0.01% 277
2019
Q3 		$4K Buy
73
+2
+3% +$105 ﹤0.01% 258
2019
Q2 		$4K Buy
71
+2
+3% +$105 ﹤0.01% 290
2019
Q1 		$4K Hold
69
– – ﹤0.01% 269
2018
Q4 		$4K Sell
69
-418
-86% -$23.8K ﹤0.01% 248
2018
Q3 		$29K Buy
487
+6
+1% +$374 0.01% 125
2018
Q2 		$30K Buy
481
+5
+1% +$313 0.02% 134
2018
Q1 		$29K Sell
476
-650
-58% -$39.9K 0.02% 141
2017
Q4 		$73K Buy
1,126
+39
+4% +$2.73K 0.04% 85
2017
Q3 		$88K Buy
1,087
+165
+18% +$13.2K 0.06% 70
2017
Q2 		$73K Buy
922
+680
+281% +$54.4K 0.05% 98
2017
Q1 		$19K Buy
242
+6
+3% +$438 0.01% 144
2016
Q4 		$16K Buy
236
+83
+54% +$5.65K 0.01% 130
2016
Q3 		$10K Buy
153
+125
+446% +$8.8K 0.01% 161
2016
Q2 		$2K Hold
28
– – ﹤0.01% 237
2016
Q1 		$2K Hold
28
– – ﹤0.01% 210
2015
Q4 		$2K Sell
28
-118
-81% -$8.05K ﹤0.01% 225
2015
Q3 		$10K Buy
146
+3
+2% +$234 0.01% 120
2015
Q2 		$11K Buy
143
+4
+3% +$336 0.01% 177
2015
Q1 		$12K Buy
+139
New +$11.5K 0.01% 141
2014
Q4 		– Sell
-133
Closed -$10K – 169
2014
Q3 		$10K Buy
133
+3
+2% +$249 0.01% 138
2014
Q2 		$11K Buy
130
+15
+13% +$1.25K 0.01% 160
2014
Q1 		$9K Buy
+115
New +$9.27K 0.01% 187

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Winch Advisory Services's TWO Position: Q4 2020 in Review

Winch Advisory Services sold out of Two Harbors Investment (TWO) in Q4 2020, closing a stake of 80 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in TWO in Q1 2014 and held it in 26 quarters. The position peaked at $88K in Q3 2017. 247 funds tracked by Wall St. Rank hold TWO as of Q4 2020.

  • Winch Advisory Services reported no remaining Two Harbors Investment position as of Q4 2020 after selling out during the quarter.
  • Winch Advisory Services sold 80 Two Harbors Investment shares in Q4 2020, an estimated $2K.
  • Winch Advisory Services first reported a position in Two Harbors Investment in Q1 2014 and held it in 26 quarters.
  • Winch Advisory Services's Two Harbors Investment position peaked at $88K in Q3 2017.
  • 247 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.