Braun-Bostich & Associates’s Tremont Mortgage Trust Common Shares of Beneficial Interest TRMT Stock Holding History

Braun-Bostich & Associates’s Portfolio TRMT Stock Details TRMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-437	Closed	-$1K	–	361
2020 Q2	$1K	Hold	437	–	–	﹤0.01%	316
2020 Q1	$1K	Hold	437	–	–	﹤0.01%	297
2019 Q4	$2K	Buy	+437	New	+$2.14K	﹤0.01%	301
2019 Q3	–	Sell	-144	Closed	-$1K	–	323
2019 Q2	$1K	Hold	144	–	–	﹤0.01%	317
2019 Q1	$1K	Hold	144	–	–	﹤0.01%	316
2018 Q4	$1K	Buy	+144	New	+$1.53K	﹤0.01%	312

Other funds holding TRMT

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Braun-Bostich & Associates's TRMT Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Tremont Mortgage Trust Common Shares of Beneficial Interest (TRMT) in Q3 2020, closing a stake of 437 shares — an estimated $1K sold.

Braun-Bostich & Associates first reported a position in TRMT in Q4 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 15 funds tracked by Wall St. Rank hold TRMT as of Q3 2020.

Braun-Bostich & Associates reported no remaining Tremont Mortgage Trust Common Shares of Beneficial Interest position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 437 Tremont Mortgage Trust Common Shares of Beneficial Interest shares in Q3 2020, an estimated $1K.
Braun-Bostich & Associates first reported a position in Tremont Mortgage Trust Common Shares of Beneficial Interest in Q4 2018 and held it in 6 quarters.
Braun-Bostich & Associates's Tremont Mortgage Trust Common Shares of Beneficial Interest position peaked at $2K in Q4 2019.
15 funds tracked by Wall St. Rank held Tremont Mortgage Trust Common Shares of Beneficial Interest as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.