Envestnet Asset Management
NYMTO

Envestnet Asset Management’s New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock NYMTO Stock Holding History

Envestnet Asset Management’s Portfolio NYMTO Stock Details NYMTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,918
Closed -$46K – 3401
2016
Q3 		$46K Buy
+1,918
New +$45.1K ﹤0.01% 2626

Other funds holding NYMTO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Envestnet Asset Management's NYMTO Position: Q4 2016 in Review

Envestnet Asset Management sold out of New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock (NYMTO) in Q4 2016, closing a stake of 1,918 shares — an estimated $46K sold.

Envestnet Asset Management first reported a position in NYMTO in Q3 2016 and held it in 1 quarter. The position peaked at $46K in Q3 2016. 14 funds tracked by Wall St. Rank hold NYMTO as of Q4 2016.

  • Envestnet Asset Management reported no remaining New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock position as of Q4 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 1,918 New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock shares in Q4 2016, an estimated $46K.
  • Envestnet Asset Management first reported a position in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock in Q3 2016 and held it in 1 quarter.
  • Envestnet Asset Management's New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock position peaked at $46K in Q3 2016.
  • 14 funds tracked by Wall St. Rank held New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock as of Q4 2016.

Based on Envestnet Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.