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Avantax Planning Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-912
Closed -$22K – 851
2018
Q3 		$22K Buy
+912
New +$22K ﹤0.01% 674

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Avantax Planning Partners's MORT Position: Q4 2018 in Review

Avantax Planning Partners sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2018, closing a stake of 912 shares — an estimated $22K sold.

Avantax Planning Partners first reported a position in MORT in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 45 funds tracked by Wall St. Rank hold MORT as of Q4 2018.

  • Avantax Planning Partners reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 912 VanEck Mortgage REIT Income ETF shares in Q4 2018, an estimated $22K.
  • Avantax Planning Partners first reported a position in VanEck Mortgage REIT Income ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's VanEck Mortgage REIT Income ETF position peaked at $22K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.