Alpine Woods Capital Investors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Alpine Woods Capital Investors’s Portfolio MORT Stock Details MORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-30,000	Closed	-$418K	–	234
2020 Q3	$418K	Hold	30,000	–	–	0.06%	196
2020 Q2	$404K	Hold	30,000	–	–	0.08%	197
2020 Q1	$300K	Hold	30,000	–	–	0.07%	213
2019 Q4	$719K	Hold	30,000	–	–	0.14%	144
2019 Q3	$698K	Sell	30,000 -12,000	-29%	-$275K	0.13%	134
2019 Q2	$973K	Hold	42,000	–	–	0.2%	115
2019 Q1	$990K	Hold	42,000	–	–	0.22%	107
2018 Q4	$895K	Buy	+42,000	New	+$960K	0.21%	111

Other funds holding MORT

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alpine Woods Capital Investors's MORT Position: Q4 2020 in Review

Alpine Woods Capital Investors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2020, closing a stake of 30,000 shares — an estimated $418K sold.

Alpine Woods Capital Investors first reported a position in MORT in Q4 2018 and held it in 8 quarters. The position peaked at $990K in Q1 2019. 57 funds tracked by Wall St. Rank hold MORT as of Q4 2020.

Alpine Woods Capital Investors reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 30,000 VanEck Mortgage REIT Income ETF shares in Q4 2020, an estimated $418K.
Alpine Woods Capital Investors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2018 and held it in 8 quarters.
Alpine Woods Capital Investors's VanEck Mortgage REIT Income ETF position peaked at $990K in Q1 2019.
57 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2020, filed 1 Feb 2021.