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B. Riley Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-750
Closed -$18 – 1425
2014
Q4 		$18 Buy
+750
New +$18.4K ﹤0.01% 2599
2014
Q3 		– Sell
-200
Closed -$5.09K – 1399
2014
Q2 		$5.09K Buy
+200
New +$4.92K ﹤0.01% 2040

Other funds holding MORT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

B. Riley Wealth Advisors's MORT Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2015, closing a stake of 750 shares — an estimated $18 sold.

B. Riley Wealth Advisors first reported a position in MORT in Q2 2014 and held it in 2 quarters. The position peaked at $5.09K in Q2 2014. 35 funds tracked by Wall St. Rank hold MORT as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 750 VanEck Mortgage REIT Income ETF shares in Q1 2015, an estimated $18.
  • B. Riley Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $5.09K in Q2 2014.
  • 35 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.