CAN
MORT icon

Claraphi Advisory Network’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Claraphi Advisory Network’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
Q4 		– Sell
-362
Closed -$8K – 331
2019
Q3 		$8K Buy
+362
New +$8.29K ﹤0.01% 339

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
NWP
Northstar Wealth Partners West Hartford, Connecticut $215M AUM 12.82% 1-Year Est. Return

Claraphi Advisory Network's MORT Position: Q4 2019 in Review

Claraphi Advisory Network sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2019, closing a stake of 362 shares — an estimated $8K sold.

Claraphi Advisory Network first reported a position in MORT in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 57 funds tracked by Wall St. Rank hold MORT as of Q4 2019.

  • Claraphi Advisory Network reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2019 after selling out during the quarter.
  • Claraphi Advisory Network sold 362 VanEck Mortgage REIT Income ETF shares in Q4 2019, an estimated $8K.
  • Claraphi Advisory Network first reported a position in VanEck Mortgage REIT Income ETF in Q3 2019 and held it in 1 quarter.
  • Claraphi Advisory Network's VanEck Mortgage REIT Income ETF position peaked at $8K in Q3 2019.
  • 57 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2019.

Based on Claraphi Advisory Network's 13F filing for Q4 2019, filed 13 Feb 2020.