Capital Analysts LLC’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Capital Analysts LLC’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
2019 Q2	–	Sell	-586	Closed	-$13K	–	702
2019 Q1	$13K	Hold	586	–	–	﹤0.01%	488
2018 Q4	$12K	Hold	586	–	–	﹤0.01%	449
2018 Q3	$14K	Hold	586	–	–	﹤0.01%	417
2018 Q2	$14K	Hold	586	–	–	﹤0.01%	437
2018 Q1	$13K	Buy	+586	New	+$13.3K	﹤0.01%	429

Other funds holding MORT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Capital Analysts LLC's MORT Position: Q2 2019 in Review

Capital Analysts LLC sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2019, closing a stake of 586 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in MORT in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q3 2018. 52 funds tracked by Wall St. Rank hold MORT as of Q2 2019.

Capital Analysts LLC reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2019 after selling out during the quarter.
Capital Analysts LLC sold 586 VanEck Mortgage REIT Income ETF shares in Q2 2019, an estimated $13K.
Capital Analysts LLC first reported a position in VanEck Mortgage REIT Income ETF in Q1 2018 and held it in 5 quarters.
Capital Analysts LLC's VanEck Mortgage REIT Income ETF position peaked at $14K in Q3 2018.
52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2019.

Based on Capital Analysts LLC's 13F filing for Q2 2019, filed 13 Aug 2019.