Glenmede Trust’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Glenmede Trust’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 Q2	–	Sell	-600	Closed	-$14K	–	2172
2018 Q1	$14K	Hold	600	–	–	﹤0.01%	2078
2017 Q4	$14K	Buy	+600	New	+$14.6K	﹤0.01%	2078

Other funds holding MORT

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NWP

Northstar Wealth Partners West Hartford, Connecticut $215M AUM 12.82% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Glenmede Trust's MORT Position: Q2 2018 in Review

Glenmede Trust sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2018, closing a stake of 600 shares — an estimated $14K sold.

Glenmede Trust first reported a position in MORT in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 38 funds tracked by Wall St. Rank hold MORT as of Q2 2018.

Glenmede Trust reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2018 after selling out during the quarter.
Glenmede Trust sold 600 VanEck Mortgage REIT Income ETF shares in Q2 2018, an estimated $14K.
Glenmede Trust first reported a position in VanEck Mortgage REIT Income ETF in Q4 2017 and held it in 2 quarters.
Glenmede Trust's VanEck Mortgage REIT Income ETF position peaked at $14K in Q1 2018.
38 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2018.

Based on Glenmede Trust's 13F filing for Q2 2018, filed 15 Aug 2018.