FIM
MORT icon

Freedom Investment Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Freedom Investment 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
2014
Q1 		– Sell
-25,908
Closed -$574K – 460
2013
Q4 		$574K Sell
25,908
-41,448
-62% -$958K 0.14% 130
2013
Q3 		$1.61M Buy
67,356
+15,985
+31% +$377K 0.46% 29
2013
Q2 		$1.28M Buy
+51,371
New +$1.41M 0.44% 41

Other funds holding MORT

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Freedom Investment Management's MORT Position: Q1 2014 in Review

Freedom Investment Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2014, closing a stake of 25,908 shares — an estimated $574K sold.

Freedom Investment Management first reported a position in MORT in Q2 2013 and held it in 3 quarters. The position peaked at $1.61M in Q3 2013. 23 funds tracked by Wall St. Rank hold MORT as of Q1 2014.

  • Freedom Investment Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2014 after selling out during the quarter.
  • Freedom Investment Management sold 25,908 VanEck Mortgage REIT Income ETF shares in Q1 2014, an estimated $574K.
  • Freedom Investment Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and held it in 3 quarters.
  • Freedom Investment Management's VanEck Mortgage REIT Income ETF position peaked at $1.61M in Q3 2013.
  • 23 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2014.

Based on Freedom Investment Management's 13F filing for Q1 2014, filed 14 May 2014.