Atria Investments’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Atria Investments’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
2019 Q2	–	Sell	-14,653	Closed	-$345K	–	1043
2019 Q1	$345K	Buy	14,653 +1,232	+9%	+$28.4K	0.01%	645
2018 Q4	$286K	Buy	+13,421	New	+$307K	0.01%	663

Other funds holding MORT

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

CAN

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

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Atria Investments's MORT Position: Q2 2019 in Review

Atria Investments sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2019, closing a stake of 14,653 shares — an estimated $345K sold.

Atria Investments first reported a position in MORT in Q4 2018 and held it in 2 quarters. The position peaked at $345K in Q1 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q2 2019.

Atria Investments reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2019 after selling out during the quarter.
Atria Investments sold 14,653 VanEck Mortgage REIT Income ETF shares in Q2 2019, an estimated $345K.
Atria Investments first reported a position in VanEck Mortgage REIT Income ETF in Q4 2018 and held it in 2 quarters.
Atria Investments's VanEck Mortgage REIT Income ETF position peaked at $345K in Q1 2019.
52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.