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

Baird’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
2013
Q3 		– Sell
-42,973
Closed -$1.07M – 1100
2013
Q2 		$1.07M Buy
+42,973
New +$1.18M 0.02% 552

Other funds holding MORT

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
SCG
Strategic Capital Group Gig Harbor, Washington $321M AUM 22.54% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird's MORT Position: Q3 2013 in Review

Baird sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2013, closing a stake of 42,973 shares — an estimated $1.07M sold.

Baird first reported a position in MORT in Q2 2013 and held it in 1 quarter. The position peaked at $1.07M in Q2 2013. 27 funds tracked by Wall St. Rank hold MORT as of Q3 2013.

  • Baird reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2013 after selling out during the quarter.
  • Baird sold 42,973 VanEck Mortgage REIT Income ETF shares in Q3 2013, an estimated $1.07M.
  • Baird first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and held it in 1 quarter.
  • Baird's VanEck Mortgage REIT Income ETF position peaked at $1.07M in Q2 2013.
  • 27 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2013.

Based on Baird's 13F filing for Q3 2013, filed 13 Nov 2013.