Baird Financial Group
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Baird Financial Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Baird Financial Group’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
2017
Q3 		– Sell
-11,198
Closed -$277K – 1248
2017
Q2 		$277K Sell
11,198
-321
-3% -$7.8K ﹤0.01% 1108
2017
Q1 		$277K Buy
+11,519
New +$263K ﹤0.01% 1090

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GI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NWP
Northstar Wealth Partners West Hartford, Connecticut $215M AUM 12.82% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Baird Financial Group's MORT Position: Q3 2017 in Review

Baird Financial Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2017, closing a stake of 11,198 shares — an estimated $277K sold.

Baird Financial Group first reported a position in MORT in Q1 2017 and held it in 2 quarters. The position peaked at $277K in Q2 2017. 33 funds tracked by Wall St. Rank hold MORT as of Q3 2017.

  • Baird Financial Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2017 after selling out during the quarter.
  • Baird Financial Group sold 11,198 VanEck Mortgage REIT Income ETF shares in Q3 2017, an estimated $277K.
  • Baird Financial Group first reported a position in VanEck Mortgage REIT Income ETF in Q1 2017 and held it in 2 quarters.
  • Baird Financial Group's VanEck Mortgage REIT Income ETF position peaked at $277K in Q2 2017.
  • 33 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2017.

Based on Baird Financial Group's 13F filing for Q3 2017, filed 14 Nov 2017.