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Destination Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Destination Wealth 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
2019
Q2 		– Sell
-749
Closed -$18K – 682
2019
Q1 		$18K Buy
+749
New +$17.2K ﹤0.01% 392

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Destination Wealth Management's MORT Position: Q2 2019 in Review

Destination Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2019, closing a stake of 749 shares — an estimated $18K sold.

Destination Wealth Management first reported a position in MORT in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q2 2019.

  • Destination Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 749 VanEck Mortgage REIT Income ETF shares in Q2 2019, an estimated $18K.
  • Destination Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $18K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.