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Covenant Multifamily Offices’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Covenant Multifamily Offices’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
2015
Q4 		– Sell
-1,879
Closed -$39K – 37
2015
Q3 		$39K Buy
+1,879
New +$40.5K 0.04% 30

Other funds holding MORT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Covenant Multifamily Offices's MORT Position: Q4 2015 in Review

Covenant Multifamily Offices sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2015, closing a stake of 1,879 shares — an estimated $39K sold.

Covenant Multifamily Offices first reported a position in MORT in Q3 2015 and held it in 1 quarter. The position peaked at $39K in Q3 2015. 36 funds tracked by Wall St. Rank hold MORT as of Q4 2015.

  • Covenant Multifamily Offices reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2015 after selling out during the quarter.
  • Covenant Multifamily Offices sold 1,879 VanEck Mortgage REIT Income ETF shares in Q4 2015, an estimated $39K.
  • Covenant Multifamily Offices first reported a position in VanEck Mortgage REIT Income ETF in Q3 2015 and held it in 1 quarter.
  • Covenant Multifamily Offices's VanEck Mortgage REIT Income ETF position peaked at $39K in Q3 2015.
  • 36 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2015.

Based on Covenant Multifamily Offices's 13F filing for Q4 2015, filed 8 Feb 2016.