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Global Wealth Management Investment Advisory’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q2 		– Sell
-251
Closed -$6K – 750
2019
Q1 		$6K Buy
251
+198
+374% +$4.56K ﹤0.01% 428
2018
Q4 		$1K Buy
+53
New +$1.21K ﹤0.01% 656

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Global Wealth Management Investment Advisory's MORT Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2019, closing a stake of 251 shares — an estimated $6K sold.

Global Wealth Management Investment Advisory first reported a position in MORT in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 251 VanEck Mortgage REIT Income ETF shares in Q2 2019, an estimated $6K.
  • Global Wealth Management Investment Advisory first reported a position in VanEck Mortgage REIT Income ETF in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's VanEck Mortgage REIT Income ETF position peaked at $6K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.