CS
MORT icon

Credit Suisse’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Credit Suisse’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
2013
Q4 		– Sell
-18,084
Closed -$434K – 4661
2013
Q3 		$434K Buy
18,084
+4,304
+31% +$102K ﹤0.01% 3581
2013
Q2 		$344K Buy
+13,780
New +$378K ﹤0.01% 3541

Other funds holding MORT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Credit Suisse's MORT Position: Q4 2013 in Review

Credit Suisse sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2013, closing a stake of 18,084 shares — an estimated $434K sold.

Credit Suisse first reported a position in MORT in Q2 2013 and held it in 2 quarters. The position peaked at $434K in Q3 2013. 25 funds tracked by Wall St. Rank hold MORT as of Q4 2013.

  • Credit Suisse reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2013 after selling out during the quarter.
  • Credit Suisse sold 18,084 VanEck Mortgage REIT Income ETF shares in Q4 2013, an estimated $434K.
  • Credit Suisse first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and held it in 2 quarters.
  • Credit Suisse's VanEck Mortgage REIT Income ETF position peaked at $434K in Q3 2013.
  • 25 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2013.

Based on Credit Suisse's 13F filing for Q4 2013, filed 14 Feb 2014.