Ameriprise
MORT icon

Ameriprise’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Ameriprise’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
-78,622
Closed -$1.09M – 3803
2020
Q3 		$1.09M Buy
+78,622
New +$1.08M ﹤0.01% 2928
2016
Q1 		– Sell
-10,777
Closed -$211K – 3828
2015
Q4 		$211K Sell
10,777
-3,035
-22% -$61.3K ﹤0.01% 3634
2015
Q3 		$284K Sell
13,812
-2,464
-15% -$53.1K ﹤0.01% 3501
2015
Q2 		$357K Buy
16,276
+4,478
+38% +$105K ﹤0.01% 3584
2015
Q1 		$286K Buy
+11,798
New +$281K ﹤0.01% 3441
2014
Q4 		– Sell
-5,911
Closed -$141K – 4124
2014
Q3 		$141K Buy
5,911
+322
+6% +$7.98K ﹤0.01% 3534
2014
Q2 		$142K Buy
5,589
+1,511
+37% +$37.1K ﹤0.01% 3452
2014
Q1 		$100K Buy
4,078
+387
+10% +$9.18K ﹤0.01% 3508
2013
Q4 		$82K Buy
3,691
+1,597
+76% +$36.9K ﹤0.01% 3459
2013
Q3 		$50K Buy
2,094
+1,383
+195% +$32.6K ﹤0.01% 3815
2013
Q2 		$18K Buy
+711
New +$19.5K ﹤0.01% 4357

Other funds holding MORT

IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's MORT Position: Q4 2020 in Review

Ameriprise sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2020, closing a stake of 78,622 shares — an estimated $1.09M sold.

Ameriprise first reported a position in MORT in Q2 2013 and held it in 11 quarters. The position peaked at $1.09M in Q3 2020. 57 funds tracked by Wall St. Rank hold MORT as of Q4 2020.

  • Ameriprise reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2020 after selling out during the quarter.
  • Ameriprise sold 78,622 VanEck Mortgage REIT Income ETF shares in Q4 2020, an estimated $1.09M.
  • Ameriprise first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and held it in 11 quarters.
  • Ameriprise's VanEck Mortgage REIT Income ETF position peaked at $1.09M in Q3 2020.
  • 57 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2020.

Based on Ameriprise's 13F filing for Q4 2020, filed 12 Feb 2021.