Clear Harbor Asset Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Clear Harbor Asset 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 Q1	–	Sell	-15,715	Closed	-$377K	–	532
2019 Q4	$377K	Buy	+15,715	New	+$371K	0.07%	188
2017 Q1	–	Sell	-13,120	Closed	-$287K	–	266
2016 Q4	$287K	Buy	+13,120	New	+$287K	0.06%	192
2014 Q3	–	Sell	-5,040	Closed	-$128K	–	232
2014 Q2	$128K	Buy	+5,040	New	+$124K	0.03%	205

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

CAN

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Clear Harbor Asset Management's MORT Position: Q1 2020 in Review

Clear Harbor Asset Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2020, closing a stake of 15,715 shares — an estimated $377K sold.

Clear Harbor Asset Management first reported a position in MORT in Q2 2014 and held it in 3 quarters. The position peaked at $377K in Q4 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q1 2020.

Clear Harbor Asset Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 15,715 VanEck Mortgage REIT Income ETF shares in Q1 2020, an estimated $377K.
Clear Harbor Asset Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2014 and held it in 3 quarters.
Clear Harbor Asset Management's VanEck Mortgage REIT Income ETF position peaked at $377K in Q4 2019.
52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2020.

Based on Clear Harbor Asset Management's 13F filing for Q1 2020, filed 8 May 2020.