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Ground Swell Capital’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-1,271
Closed -$32K – 2628
2014
Q2 		$32K Buy
+1,271
New +$31.2K 0.06% 260

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ground Swell Capital's MORT Position: Q3 2014 in Review

Ground Swell Capital sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2014, closing a stake of 1,271 shares — an estimated $32K sold.

Ground Swell Capital first reported a position in MORT in Q2 2014 and held it in 1 quarter. The position peaked at $32K in Q2 2014. 25 funds tracked by Wall St. Rank hold MORT as of Q3 2014.

  • Ground Swell Capital reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 1,271 VanEck Mortgage REIT Income ETF shares in Q3 2014, an estimated $32K.
  • Ground Swell Capital first reported a position in VanEck Mortgage REIT Income ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's VanEck Mortgage REIT Income ETF position peaked at $32K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.