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Glassman Wealth Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Glassman Wealth Services’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
2018
Q1 		– Sell
-440
Closed -$11K – 847
2017
Q4 		$11K Hold
440
– – 0.01% 318
2017
Q3 		$11K Hold
440
– – 0.01% 290
2017
Q2 		$11K Hold
440
– – 0.01% 292
2017
Q1 		$11K Buy
+440
New +$10.1K 0.01% 340

Other funds holding MORT

PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NWP
Northstar Wealth Partners West Hartford, Connecticut $215M AUM 12.82% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Glassman Wealth Services's MORT Position: Q1 2018 in Review

Glassman Wealth Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2018, closing a stake of 440 shares — an estimated $11K sold.

Glassman Wealth Services first reported a position in MORT in Q1 2017 and held it in 4 quarters. The position peaked at $11K in Q4 2017. 40 funds tracked by Wall St. Rank hold MORT as of Q1 2018.

  • Glassman Wealth Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 440 VanEck Mortgage REIT Income ETF shares in Q1 2018, an estimated $11K.
  • Glassman Wealth Services first reported a position in VanEck Mortgage REIT Income ETF in Q1 2017 and held it in 4 quarters.
  • Glassman Wealth Services's VanEck Mortgage REIT Income ETF position peaked at $11K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2018.

Based on Glassman Wealth Services's 13F filing for Q1 2018, filed 1 May 2018.