BHWM
MORT icon

Bay Harbor Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Bay Harbor Wealth Management’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
2020
Q2 		– Sell
-7
Closed – – 393
2020
Q1 		$0 Buy
+7
New +$151 ﹤0.01% 383
2019
Q2 		– Sell
-415
Closed -$10K – 391
2019
Q1 		$10K Buy
+415
New +$9.55K 0.01% 274

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Bay Harbor Wealth Management's MORT Position: Q2 2020 in Review

Bay Harbor Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2020, closing a stake of 7 shares.

Bay Harbor Wealth Management first reported a position in MORT in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 59 funds tracked by Wall St. Rank hold MORT as of Q2 2020.

  • Bay Harbor Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2020 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 7 VanEck Mortgage REIT Income ETF shares in Q2 2020.
  • Bay Harbor Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2019 and held it in 2 quarters.
  • Bay Harbor Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $10K in Q1 2019.
  • 59 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.