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

Evercore 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
2016
Q1 		– Sell
-3,182
Closed -$62K – 981
2015
Q4 		$62K Hold
3,182
– – ﹤0.01% 556
2015
Q3 		$65K Hold
3,182
– – ﹤0.01% 547
2015
Q2 		$70K Hold
3,182
– – ﹤0.01% 579
2015
Q1 		$77K Buy
+3,182
New +$75.7K ﹤0.01% 571

Other funds holding MORT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evercore Wealth Management's MORT Position: Q1 2016 in Review

Evercore Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2016, closing a stake of 3,182 shares — an estimated $62K sold.

Evercore Wealth Management first reported a position in MORT in Q1 2015 and held it in 4 quarters. The position peaked at $77K in Q1 2015. 34 funds tracked by Wall St. Rank hold MORT as of Q1 2016.

  • Evercore Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 3,182 VanEck Mortgage REIT Income ETF shares in Q1 2016, an estimated $62K.
  • Evercore Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2015 and held it in 4 quarters.
  • Evercore Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $77K in Q1 2015.
  • 34 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.