Creative Planning
TRMT

Creative Planning’s Tremont Mortgage Trust Common Shares of Beneficial Interest TRMT Stock Holding History

Creative Planning’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
Q4 		– Sell
-30,000
Closed -$88K – 2508
2020
Q3 		$88K Buy
+30,000
New +$84.6K ﹤0.01% 1844

Other funds holding TRMT

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Creative Planning's TRMT Position: Q4 2020 in Review

Creative Planning sold out of Tremont Mortgage Trust Common Shares of Beneficial Interest (TRMT) in Q4 2020, closing a stake of 30,000 shares — an estimated $88K sold.

Creative Planning first reported a position in TRMT in Q3 2020 and held it in 1 quarter. The position peaked at $88K in Q3 2020. 16 funds tracked by Wall St. Rank hold TRMT as of Q4 2020.

  • Creative Planning reported no remaining Tremont Mortgage Trust Common Shares of Beneficial Interest position as of Q4 2020 after selling out during the quarter.
  • Creative Planning sold 30,000 Tremont Mortgage Trust Common Shares of Beneficial Interest shares in Q4 2020, an estimated $88K.
  • Creative Planning first reported a position in Tremont Mortgage Trust Common Shares of Beneficial Interest in Q3 2020 and held it in 1 quarter.
  • Creative Planning's Tremont Mortgage Trust Common Shares of Beneficial Interest position peaked at $88K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held Tremont Mortgage Trust Common Shares of Beneficial Interest as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.