Anchor Investment Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Anchor Investment Management’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	-1,876	Closed	-$26.1K	–	943
2020 Q3	$26.1K	Hold	1,876	–	–	0.01%	530
2020 Q2	$25.3K	Sell	1,876 -111	-6%	-$1.3K	0.01%	524
2020 Q1	$19.9K	Hold	1,987	–	–	0.01%	536
2019 Q4	$47.6K	Buy	1,987 +111	+6%	+$2.62K	0.01%	469
2019 Q3	$43.7K	Hold	1,876	–	–	0.01%	476
2019 Q2	$43.5K	Hold	1,876	–	–	0.01%	479
2019 Q1	$44.2K	Hold	1,876	–	–	0.01%	460
2018 Q4	$40K	Hold	1,876	–	–	0.01%	466
2018 Q3	$45K	Hold	1,876	–	–	0.01%	491
2018 Q2	$44.8K	Hold	1,876	–	–	0.01%	495
2018 Q1	$43.1K	Hold	1,876	–	–	0.01%	499
2017 Q4	$45.2K	Hold	1,876	–	–	0.01%	481
2017 Q3	$47.4K	Buy	+1,876	New	+$46.2K	0.01%	454

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 $38.8B AUM 21.88% 1-Year Est. Return

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

Anchor Investment Management's MORT Position: Q4 2020 in Review

Anchor Investment Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2020, closing a stake of 1,876 shares — an estimated $26.1K sold.

Anchor Investment Management first reported a position in MORT in Q3 2017 and held it in 13 quarters. The position peaked at $47.6K in Q4 2019. 57 funds tracked by Wall St. Rank hold MORT as of Q4 2020.

Anchor Investment Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2020 after selling out during the quarter.
Anchor Investment Management sold 1,876 VanEck Mortgage REIT Income ETF shares in Q4 2020, an estimated $26.1K.
Anchor Investment Management first reported a position in VanEck Mortgage REIT Income ETF in Q3 2017 and held it in 13 quarters.
Anchor Investment Management's VanEck Mortgage REIT Income ETF position peaked at $47.6K in Q4 2019.
57 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.